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WEALTH ALLIANCE, LLC: IVLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ALLIANCE, LLC on IVLU, newest first. How the timeline and the estimate are built.

WEALTH ALLIANCE, LLC held 52,994 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,994 shares
    Change vs previous 13F -13,130 shares

    0.19% of the 13F portfolio, value $2,216,209.

    13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 66,124 shares
    Change vs previous 13F -3,436 shares

    0.26% of the 13F portfolio, value $2,623,800.

    13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 69,560 shares
    Change vs previous 13F -9,995 shares

    0.26% of the 13F portfolio, value $2,646,758.

    13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 79,555 shares
    Change vs previous 13F -18,854 shares

    0.29% of the 13F portfolio, value $2,822,611.

    13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 98,409 shares
    Change vs previous 13F +36,784 shares

    0.36% of the 13F portfolio, value $3,236,672.

    13F-HR 0001951757-25-001055 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 61,625 shares
    Change vs previous 13F -76,993 shares

    0.23% of the 13F portfolio, value $1,867,854.

    13F-HR 0001951757-25-000510 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 138,618 shares
    Change vs previous 13F +76,566 shares

    0.45% of the 13F portfolio, value $3,757,934.

    13F-HR 0001951757-25-000170 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 62,052 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,832,396.

    13F-HR 0001951757-24-001165 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).