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Disclosery

WEALTH ALLIANCE, LLC: PPL position timeline

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

WEALTH ALLIANCE, LLC held 34,332 PPL 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 34,332 shares
    Change vs previous 13F +4,398 shares

    0.1% of the 13F portfolio, value $1,247,951.

    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 29,934 shares
    Change vs previous 13F +177 shares

    0.11% of the 13F portfolio, value $1,143,496.

    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 29,757 shares
    Change vs previous 13F -2,294 shares

    0.1% of the 13F portfolio, value $1,042,096.

    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 32,051 shares
    Change vs previous 13F +1,358 shares

    0.12% of the 13F portfolio, value $1,191,011.

    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 30,693 shares
    Change vs previous 13F +651 shares

    0.12% of the 13F portfolio, value $1,040,196.

    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 30,042 shares
    Change vs previous 13F +1,535 shares

    0.13% of the 13F portfolio, value $1,084,813.

    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 28,507 shares
    Change vs previous 13F +428 shares

    0.11% of the 13F portfolio, value $925,333.

    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 28,079 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $928,862.

    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).