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Disclosery

WEALTH ALLIANCE, LLC: IVW position timeline

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

WEALTH ALLIANCE, LLC held 320,489 IVW 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 320,489 shares
    Change vs previous 13F +102,621 shares

    3.69% of the 13F portfolio, value $44,076,798.

    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 217,868 shares
    Change vs previous 13F -13,932 shares

    2.43% of the 13F portfolio, value $24,643,101.

    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 231,800 shares
    Change vs previous 13F +15,844 shares

    2.8% of the 13F portfolio, value $28,571,616.

    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 215,956 shares
    Change vs previous 13F -7,026 shares

    2.68% of the 13F portfolio, value $26,070,199.

    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 222,982 shares
    Change vs previous 13F +29,761 shares

    2.74% of the 13F portfolio, value $24,550,363.

    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 193,221 shares
    Change vs previous 13F -38,721 shares

    2.17% of the 13F portfolio, value $17,936,667.

    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 231,942 shares
    Change vs previous 13F -4,739 shares

    2.82% of the 13F portfolio, value $23,549,023.

    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 236,681 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $22,662,217.

    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).