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Disclosery

WEALTH ALLIANCE, LLC: JAAA position timeline

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

WEALTH ALLIANCE, LLC held 76,564 JAAA 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 76,564 shares
    Change vs previous 13F +12,403 shares

    0.32% of the 13F portfolio, value $3,865,717.

    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 64,161 shares
    Change vs previous 13F -3,504 shares

    0.32% of the 13F portfolio, value $3,231,775.

    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 67,665 shares
    Change vs previous 13F -710 shares

    0.34% of the 13F portfolio, value $3,422,501.

    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 68,375 shares
    Change vs previous 13F -7,807 shares

    0.36% of the 13F portfolio, value $3,472,062.

    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 76,182 shares
    Change vs previous 13F +5,062 shares

    0.43% of the 13F portfolio, value $3,866,245.

    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 71,120 shares
    Change vs previous 13F +12,603 shares

    0.44% of the 13F portfolio, value $3,606,472.

    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 58,517 shares
    Change vs previous 13F +21,440 shares

    0.35% of the 13F portfolio, value $2,967,390.

    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 37,077 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,886,462.

    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).