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Disclosery

WEALTH ALLIANCE, LLC: META position timeline

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

WEALTH ALLIANCE, LLC held 11,722 META 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 11,722 shares
    Change vs previous 13F -1,984 shares

    0.55% of the 13F portfolio, value $6,602,739.

    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 13,706 shares
    Change vs previous 13F +964 shares

    0.77% of the 13F portfolio, value $7,841,622.

    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 12,742 shares
    Change vs previous 13F -294 shares

    0.82% of the 13F portfolio, value $8,410,818.

    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 13,036 shares
    Change vs previous 13F -5 shares

    0.98% of the 13F portfolio, value $9,573,282.

    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 13,041 shares
    Change vs previous 13F +1,406 shares

    1.07% of the 13F portfolio, value $9,625,438.

    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 11,635 shares
    Change vs previous 13F +252 shares

    0.81% of the 13F portfolio, value $6,705,781.

    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 11,383 shares
    Change vs previous 13F -133 shares

    0.8% of the 13F portfolio, value $6,665,088.

    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 11,516 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $6,592,262.

    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).