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Disclosery

WEALTH ALLIANCE, LLC: MO position timeline

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

WEALTH ALLIANCE, LLC held 25,971 MO 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 25,971 shares
    Change vs previous 13F +3,082 shares

    0.16% of the 13F portfolio, value $1,868,613.

    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 22,889 shares
    Change vs previous 13F +4,260 shares

    0.15% of the 13F portfolio, value $1,510,440.

    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 18,629 shares
    Change vs previous 13F +3,852 shares

    0.11% of the 13F portfolio, value $1,074,144.

    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 14,777 shares
    Change vs previous 13F +2,505 shares

    0.1% of the 13F portfolio, value $976,140.

    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 12,272 shares
    Change vs previous 13F +2,820 shares

    0.08% of the 13F portfolio, value $719,504.

    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 9,452 shares
    Change vs previous 13F +174 shares

    0.07% of the 13F portfolio, value $567,282.

    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 9,278 shares
    Change vs previous 13F +10 shares

    0.06% of the 13F portfolio, value $485,139.

    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 9,268 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $473,049.

    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).