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WEALTH ALLIANCE, LLC: PJAN position timeline

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

WEALTH ALLIANCE, LLC held 58,633 PJAN 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 58,633 shares
    Change vs previous 13F -1,216 shares

    0.24% of the 13F portfolio, value $2,901,762.

    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 59,849 shares
    Change vs previous 13F -11,650 shares

    0.27% of the 13F portfolio, value $2,760,848.

    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 71,499 shares
    Change vs previous 13F -120 shares

    0.33% of the 13F portfolio, value $3,361,894.

    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 71,619 shares
    Change vs previous 13F -22 shares

    0.34% of the 13F portfolio, value $3,279,803.

    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 71,641 shares
    Change vs previous 13F -82 shares

    0.35% of the 13F portfolio, value $3,155,796.

    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 71,723 shares
    Change vs previous 13F +4,942 shares

    0.36% of the 13F portfolio, value $2,974,362.

    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 66,781 shares
    Change vs previous 13F -173 shares

    0.34% of the 13F portfolio, value $2,821,507.

    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 66,954 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,766,549.

    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).