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WEALTH ALLIANCE, LLC: PEY position timeline

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

WEALTH ALLIANCE, LLC held 86,323 PEY 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 86,323 shares
    Change vs previous 13F -475 shares

    0.17% of the 13F portfolio, value $2,000,968.

    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 86,798 shares
    Change vs previous 13F +1,696 shares

    0.18% of the 13F portfolio, value $1,859,119.

    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 85,102 shares
    Change vs previous 13F -1,718 shares

    0.17% of the 13F portfolio, value $1,734,847.

    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 86,820 shares
    Change vs previous 13F -133 shares

    0.19% of the 13F portfolio, value $1,829,018.

    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 86,953 shares
    Change vs previous 13F +4,151 shares

    0.2% of the 13F portfolio, value $1,774,707.

    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 82,802 shares
    Change vs previous 13F -2,843 shares

    0.22% of the 13F portfolio, value $1,777,758.

    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 85,645 shares
    Change vs previous 13F +25,183 shares

    0.22% of the 13F portfolio, value $1,820,803.

    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 60,462 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,325,925.

    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).