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Disclosery

WEALTH ALLIANCE, LLC: NEE position timeline

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

WEALTH ALLIANCE, LLC held 30,300 NEE 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 30,300 shares
    Change vs previous 13F -3,134 shares

    0.22% of the 13F portfolio, value $2,659,408.

    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 33,434 shares
    Change vs previous 13F -1,580 shares

    0.31% of the 13F portfolio, value $3,105,308.

    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 35,014 shares
    Change vs previous 13F -682 shares

    0.28% of the 13F portfolio, value $2,810,948.

    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 35,696 shares
    Change vs previous 13F +564 shares

    0.28% of the 13F portfolio, value $2,694,723.

    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 35,132 shares
    Change vs previous 13F +179 shares

    0.27% of the 13F portfolio, value $2,438,889.

    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 34,953 shares
    Change vs previous 13F +280 shares

    0.3% of the 13F portfolio, value $2,477,840.

    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 34,673 shares
    Change vs previous 13F -4,988 shares

    0.3% of the 13F portfolio, value $2,485,689.

    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 39,661 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,352,503.

    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).