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Disclosery

WEALTH ALLIANCE, LLC: PG position timeline

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

WEALTH ALLIANCE, LLC held 24,152 PG 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 24,152 shares
    Change vs previous 13F -831 shares

    0.3% of the 13F portfolio, value $3,541,642.

    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 24,983 shares
    Change vs previous 13F -651 shares

    0.36% of the 13F portfolio, value $3,608,487.

    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 25,634 shares
    Change vs previous 13F +486 shares

    0.36% of the 13F portfolio, value $3,673,560.

    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 25,148 shares
    Change vs previous 13F -479 shares

    0.4% of the 13F portfolio, value $3,863,960.

    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 25,627 shares
    Change vs previous 13F +473 shares

    0.46% of the 13F portfolio, value $4,082,855.

    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 25,154 shares
    Change vs previous 13F +1,100 shares

    0.52% of the 13F portfolio, value $4,286,807.

    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 24,054 shares
    Change vs previous 13F -1,691 shares

    0.48% of the 13F portfolio, value $4,032,641.

    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 25,745 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,459,055.

    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).