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WEALTH ALLIANCE, LLC: PEP position timeline

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

WEALTH ALLIANCE, LLC held 21,964 PEP 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 21,964 shares
    Change vs previous 13F -3,124 shares

    0.25% of the 13F portfolio, value $2,973,916.

    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 25,088 shares
    Change vs previous 13F +2,266 shares

    0.38% of the 13F portfolio, value $3,895,863.

    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 22,822 shares
    Change vs previous 13F -269 shares

    0.32% of the 13F portfolio, value $3,275,438.

    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 23,091 shares
    Change vs previous 13F +1,932 shares

    0.33% of the 13F portfolio, value $3,242,947.

    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 21,159 shares
    Change vs previous 13F -1,065 shares

    0.31% of the 13F portfolio, value $2,793,826.

    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 22,224 shares
    Change vs previous 13F +5,019 shares

    0.4% of the 13F portfolio, value $3,332,263.

    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 17,205 shares
    Change vs previous 13F -4,245 shares

    0.31% of the 13F portfolio, value $2,616,139.

    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 21,450 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,647,591.

    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).