WEALTH ALLIANCE, LLC: QQQI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ALLIANCE, LLC on QQQI, newest first. How the timeline and the estimate are built.
WEALTH ALLIANCE, LLC held 15,015 QQQI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 15,015 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $852,702.
13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,015 sharesChange vs previous 13F +5,555 shares
0.07% of the 13F portfolio, value $746,095.
13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,460 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $509,516.
13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,460 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $512,732.
13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).