WEALTH ALLIANCE, LLC: MSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ALLIANCE, LLC on MSI, newest first. How the timeline and the estimate are built.
WEALTH ALLIANCE, LLC held 1,882 MSI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 1,882 sharesChange vs previous 13F -427 shares
0.07% of the 13F portfolio, value $781,707.
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 2,309 sharesChange vs previous 13F +106 shares
0.1% of the 13F portfolio, value $1,002,189.
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 2,203 sharesChange vs previous 13F -70 shares
0.08% of the 13F portfolio, value $844,312.
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 2,273 sharesChange vs previous 13F -13 shares
0.11% of the 13F portfolio, value $1,039,474.
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 2,286 sharesChange vs previous 13F +12 shares
0.11% of the 13F portfolio, value $961,294.
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 2,274 sharesChange vs previous 13F -24 shares
0.12% of the 13F portfolio, value $995,469.
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 2,298 sharesChange vs previous 13F -1,269 shares
0.13% of the 13F portfolio, value $1,062,093.
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 3,567 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $1,603,949.
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).