WEALTH ALLIANCE, LLC: KEYS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ALLIANCE, LLC on KEYS, newest first. How the timeline and the estimate are built.
WEALTH ALLIANCE, LLC held 1,003 KEYS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 1,003 sharesChange vs previous 13F -98 shares
0.03% of the 13F portfolio, value $351,120.
13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,101 sharesChange vs previous 13F -189 shares
0.03% of the 13F portfolio, value $310,988.
13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,290 sharesChange vs previous 13F +48 shares
0.03% of the 13F portfolio, value $262,186.
13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,242 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $217,312.
13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).