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Disclosery

WEALTH ALLIANCE, LLC: MTUM position timeline

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

WEALTH ALLIANCE, LLC held 24,354 MTUM 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 24,354 shares
    Change vs previous 13F -5,440 shares

    0.7% of the 13F portfolio, value $8,349,243.

    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 29,794 shares
    Change vs previous 13F -1,733 shares

    0.71% of the 13F portfolio, value $7,150,359.

    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 31,527 shares
    Change vs previous 13F +10,718 shares

    0.77% of the 13F portfolio, value $7,891,455.

    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 20,809 shares
    Change vs previous 13F +2,333 shares

    0.55% of the 13F portfolio, value $5,336,411.

    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 18,476 shares
    Change vs previous 13F +757 shares

    0.5% of the 13F portfolio, value $4,440,251.

    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 17,719 shares
    Change vs previous 13F -4,154 shares

    0.43% of the 13F portfolio, value $3,581,476.

    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 21,873 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,525,982.

    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).