WEALTH ALLIANCE, LLC: MCK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ALLIANCE, LLC on MCK, newest first. How the timeline and the estimate are built.
WEALTH ALLIANCE, LLC held 287 MCK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 287 sharesChange vs previous 13F -93 shares
0.02% of the 13F portfolio, value $216,725.
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 380 sharesChange vs previous 13F -226 shares
0.03% of the 13F portfolio, value $329,106.
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 606 sharesChange vs previous 13F +198 shares
0.05% of the 13F portfolio, value $497,148.
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 408 sharesChange vs previous 13F -245 shares
0.03% of the 13F portfolio, value $315,456.
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 653 sharesChange vs previous 13F +17 shares
0.05% of the 13F portfolio, value $478,666.
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 636 sharesChange vs previous 13F +4 shares
0.05% of the 13F portfolio, value $427,928.
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 632 sharesChange vs previous 13F -71 shares
0.04% of the 13F portfolio, value $360,384.
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 703 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $347,406.
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).