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WEALTH ALLIANCE, LLC: PJUN position timeline

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

WEALTH ALLIANCE, LLC held 59,228 PJUN 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 59,228 shares
    Change vs previous 13F +9,663 shares

    0.21% of the 13F portfolio, value $2,560,433.

    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 49,565 shares
    Change vs previous 13F -1,500 shares

    0.2% of the 13F portfolio, value $2,073,157.

    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 51,065 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $2,138,619.

    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 51,065 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $2,101,341.

    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 51,065 shares
    Change vs previous 13F +954 shares

    0.23% of the 13F portfolio, value $2,030,360.

    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 50,111 shares
    Change vs previous 13F -1,000 shares

    0.22% of the 13F portfolio, value $1,854,623.

    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 51,111 shares
    Change vs previous 13F -676 shares

    0.23% of the 13F portfolio, value $1,917,669.

    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 51,787 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,909,707.

    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).