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WEALTH ALLIANCE, LLC: MUB position timeline

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

WEALTH ALLIANCE, LLC held 27,923 MUB 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 27,923 shares
    Change vs previous 13F +225 shares

    0.25% of the 13F portfolio, value $3,005,088.

    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 27,698 shares
    Change vs previous 13F -121,329 shares

    0.29% of the 13F portfolio, value $2,940,147.

    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 149,027 shares
    Change vs previous 13F +121,720 shares

    1.56% of the 13F portfolio, value $15,962,296.

    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 27,307 shares
    Change vs previous 13F -268 shares

    0.3% of the 13F portfolio, value $2,907,948.

    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 27,575 shares
    Change vs previous 13F +7,146 shares

    0.32% of the 13F portfolio, value $2,881,080.

    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 20,429 shares
    Change vs previous 13F -6,324 shares

    0.26% of the 13F portfolio, value $2,154,013.

    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 26,753 shares
    Change vs previous 13F -26,688 shares

    0.34% of the 13F portfolio, value $2,850,492.

    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 53,441 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $5,805,269.

    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).