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WEALTH ALLIANCE, LLC: MBB position timeline

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

WEALTH ALLIANCE, LLC held 70,266 MBB 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 70,266 shares
    Change vs previous 13F +5,229 shares

    0.56% of the 13F portfolio, value $6,641,514.

    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 65,037 shares
    Change vs previous 13F +4,015 shares

    0.61% of the 13F portfolio, value $6,175,251.

    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 61,022 shares
    Change vs previous 13F +4,050 shares

    0.57% of the 13F portfolio, value $5,810,483.

    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 56,972 shares
    Change vs previous 13F +2,657 shares

    0.56% of the 13F portfolio, value $5,420,860.

    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 54,315 shares
    Change vs previous 13F +2,657 shares

    0.57% of the 13F portfolio, value $5,099,626.

    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 51,658 shares
    Change vs previous 13F -12,908 shares

    0.59% of the 13F portfolio, value $4,844,463.

    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 64,566 shares
    Change vs previous 13F +7,450 shares

    0.71% of the 13F portfolio, value $5,919,435.

    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 57,116 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $5,472,277.

    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).