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Disclosery

WEALTH ALLIANCE, LLC: SAN position timeline

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

WEALTH ALLIANCE, LLC held 38,129 SAN 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 38,129 shares
    Change vs previous 13F +194 shares

    0.04% of the 13F portfolio, value $526,175.

    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 37,935 shares
    Change vs previous 13F -5,850 shares

    0.04% of the 13F portfolio, value $427,909.

    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 43,785 shares
    Change vs previous 13F +789 shares

    0.05% of the 13F portfolio, value $513,600.

    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 42,996 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $450,598.

    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).