WEALTH ALLIANCE, LLC: LOW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ALLIANCE, LLC on LOW, newest first. How the timeline and the estimate are built.
WEALTH ALLIANCE, LLC held 6,429 LOW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 6,429 sharesChange vs previous 13F -392 shares
0.12% of the 13F portfolio, value $1,417,497.
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 6,821 sharesChange vs previous 13F -546 shares
0.16% of the 13F portfolio, value $1,611,703.
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 7,367 sharesChange vs previous 13F +18 shares
0.17% of the 13F portfolio, value $1,776,591.
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 7,349 sharesChange vs previous 13F -88 shares
0.19% of the 13F portfolio, value $1,846,964.
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).
- period ended2025-06-3013F 7,437 sharesChange vs previous 13F +530 shares
0.18% of the 13F portfolio, value $1,650,066.
13F-HR 0001951757-25-001055 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 ended2025-03-3113F 6,907 sharesChange vs previous 13F -11 shares
0.19% of the 13F portfolio, value $1,610,892.
13F-HR 0001951757-25-000510 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 ended2024-12-3113F 6,918 sharesChange vs previous 13F -69 shares
0.2% of the 13F portfolio, value $1,707,323.
13F-HR 0001951757-25-000170 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 ended2024-09-3013F 6,987 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $1,892,394.
13F-HR 0001951757-24-001165 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).