Skip to content
Disclosery

WEALTH ALLIANCE, LLC: IVV position timeline

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

WEALTH ALLIANCE, LLC held 83,512 IVV 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 83,512 shares
    Change vs previous 13F +20,701 shares

    5.23% of the 13F portfolio, value $62,541,348.

    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 62,811 shares
    Change vs previous 13F +7,192 shares

    4.05% of the 13F portfolio, value $41,028,604.

    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 55,619 shares
    Change vs previous 13F +127 shares

    3.73% of the 13F portfolio, value $38,095,523.

    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 55,492 shares
    Change vs previous 13F -918 shares

    3.82% of the 13F portfolio, value $37,140,626.

    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 56,410 shares
    Change vs previous 13F -32,268 shares

    3.91% of the 13F portfolio, value $35,024,930.

    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 88,678 shares
    Change vs previous 13F -7,902 shares

    6.03% of the 13F portfolio, value $49,828,079.

    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 96,580 shares
    Change vs previous 13F -834 shares

    6.8% of the 13F portfolio, value $56,854,786.

    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 97,414 shares
    Change vs previous 13F not available

    6.71% of the 13F portfolio, value $56,190,204.

    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).