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Disclosery

WEALTH ALLIANCE, LLC: JPM position timeline

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

WEALTH ALLIANCE, LLC held 17,342 JPM 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 17,342 shares
    Change vs previous 13F +1,315 shares

    0.47% of the 13F portfolio, value $5,676,423.

    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 16,027 shares
    Change vs previous 13F -880 shares

    0.47% of the 13F portfolio, value $4,714,372.

    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 16,907 shares
    Change vs previous 13F -1,013 shares

    0.53% of the 13F portfolio, value $5,447,842.

    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 17,920 shares
    Change vs previous 13F +360 shares

    0.58% of the 13F portfolio, value $5,652,392.

    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 17,560 shares
    Change vs previous 13F +719 shares

    0.57% of the 13F portfolio, value $5,090,848.

    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 16,841 shares
    Change vs previous 13F +461 shares

    0.5% of the 13F portfolio, value $4,131,202.

    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 16,380 shares
    Change vs previous 13F +411 shares

    0.47% of the 13F portfolio, value $3,926,475.

    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 15,969 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,367,273.

    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).