Skip to content
Disclosery

WEALTH ALLIANCE, LLC: O position timeline

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

WEALTH ALLIANCE, LLC held 10,661 O 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 10,661 shares
    Change vs previous 13F -2,443 shares

    0.06% of the 13F portfolio, value $660,579.

    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 13,104 shares
    Change vs previous 13F -8,089 shares

    0.08% of the 13F portfolio, value $801,692.

    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 21,193 shares
    Change vs previous 13F -4,105 shares

    0.12% of the 13F portfolio, value $1,194,666.

    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 25,298 shares
    Change vs previous 13F -2,981 shares

    0.16% of the 13F portfolio, value $1,537,838.

    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 28,279 shares
    Change vs previous 13F +792 shares

    0.18% of the 13F portfolio, value $1,629,175.

    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 27,487 shares
    Change vs previous 13F +316 shares

    0.19% of the 13F portfolio, value $1,594,499.

    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 27,171 shares
    Change vs previous 13F -1,115 shares

    0.17% of the 13F portfolio, value $1,451,185.

    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 28,286 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,793,885.

    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).