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WEALTH ALLIANCE, LLC: JMBS position timeline

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

WEALTH ALLIANCE, LLC held 113,013 JMBS 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 113,013 shares
    Change vs previous 13F +57,896 shares

    0.43% of the 13F portfolio, value $5,084,451.

    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 55,117 shares
    Change vs previous 13F +30,564 shares

    0.25% of the 13F portfolio, value $2,490,183.

    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 24,553 shares
    Change vs previous 13F +19,412 shares

    0.11% of the 13F portfolio, value $1,121,839.

    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 5,141 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $234,780.

    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).