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WEALTH ALLIANCE, LLC: OEF position timeline

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

WEALTH ALLIANCE, LLC held 39,392 OEF 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 39,392 shares
    Change vs previous 13F +16,859 shares

    1.21% of the 13F portfolio, value $14,412,284.

    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 22,533 shares
    Change vs previous 13F -41,155 shares

    0.71% of the 13F portfolio, value $7,167,111.

    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 63,688 shares
    Change vs previous 13F +5,313 shares

    2.14% of the 13F portfolio, value $21,843,233.

    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 58,375 shares
    Change vs previous 13F +17,058 shares

    2% of the 13F portfolio, value $19,429,523.

    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 41,317 shares
    Change vs previous 13F +6,480 shares

    1.4% of the 13F portfolio, value $12,574,962.

    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 34,837 shares
    Change vs previous 13F +18,543 shares

    1.14% of the 13F portfolio, value $9,434,930.

    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 16,294 shares
    Change vs previous 13F -129 shares

    0.56% of the 13F portfolio, value $4,706,633.

    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 16,423 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,545,334.

    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).