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Disclosery

WEALTH ALLIANCE, LLC: POCT position timeline

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

WEALTH ALLIANCE, LLC held 74,988 POCT 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 74,988 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $3,480,193.

    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 74,988 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $3,232,733.

    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 74,988 shares
    Change vs previous 13F +2,084 shares

    0.32% of the 13F portfolio, value $3,293,473.

    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 72,904 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $3,142,162.

    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 72,904 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $3,010,935.

    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 72,904 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $2,832,320.

    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 72,904 shares
    Change vs previous 13F +13,388 shares

    0.34% of the 13F portfolio, value $2,884,549.

    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 59,516 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,318,148.

    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).