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WEALTH ALLIANCE, LLC: QUAL position timeline

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

WEALTH ALLIANCE, LLC held 9,919 QUAL 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 9,919 shares
    Change vs previous 13F -52,712 shares

    0.18% of the 13F portfolio, value $2,176,449.

    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 62,631 shares
    Change vs previous 13F +4,226 shares

    1.19% of the 13F portfolio, value $12,013,175.

    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 58,405 shares
    Change vs previous 13F -44,278 shares

    1.14% of the 13F portfolio, value $11,600,393.

    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 102,683 shares
    Change vs previous 13F -13,838 shares

    2.05% of the 13F portfolio, value $19,971,767.

    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 116,521 shares
    Change vs previous 13F +5,151 shares

    2.38% of the 13F portfolio, value $21,302,367.

    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 111,370 shares
    Change vs previous 13F +13,447 shares

    2.3% of the 13F portfolio, value $19,032,051.

    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 97,923 shares
    Change vs previous 13F +2,097 shares

    2.09% of the 13F portfolio, value $17,438,076.

    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 95,826 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $17,181,611.

    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).