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Disclosery

WEALTH ALLIANCE, LLC: NU position timeline

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

WEALTH ALLIANCE, LLC held 36,124 NU 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 36,124 shares
    Change vs previous 13F +4,402 shares

    0.04% of the 13F portfolio, value $482,617.

    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 31,722 shares
    Change vs previous 13F +11,522 shares

    0.05% of the 13F portfolio, value $455,845.

    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 20,200 shares
    Change vs previous 13F +9,351 shares

    0.03% of the 13F portfolio, value $338,148.

    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 10,849 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $173,692.

    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).