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WEALTH ALLIANCE, LLC: LCTU position timeline

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

WEALTH ALLIANCE, LLC held 19,546 LCTU 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 19,546 shares
    Change vs previous 13F -817 shares

    0.13% of the 13F portfolio, value $1,566,845.

    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 20,363 shares
    Change vs previous 13F -2,117 shares

    0.14% of the 13F portfolio, value $1,428,232.

    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 22,480 shares
    Change vs previous 13F -683 shares

    0.16% of the 13F portfolio, value $1,665,575.

    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 23,163 shares
    Change vs previous 13F -6,681 shares

    0.17% of the 13F portfolio, value $1,681,166.

    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 29,844 shares
    Change vs previous 13F -188 shares

    0.22% of the 13F portfolio, value $2,007,686.

    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 30,032 shares
    Change vs previous 13F -1,162 shares

    0.22% of the 13F portfolio, value $1,820,104.

    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 31,194 shares
    Change vs previous 13F -1,168 shares

    0.24% of the 13F portfolio, value $1,997,975.

    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 32,362 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,030,376.

    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).