Skip to content
Disclosery

WEALTH ALLIANCE, LLC: SHV position timeline

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

WEALTH ALLIANCE, LLC held 38,804 SHV 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 38,804 shares
    Change vs previous 13F -23,778 shares

    0.36% of the 13F portfolio, value $4,282,049.

    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 62,582 shares
    Change vs previous 13F +19,332 shares

    0.68% of the 13F portfolio, value $6,908,435.

    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 43,250 shares
    Change vs previous 13F +30,813 shares

    0.47% of the 13F portfolio, value $4,764,033.

    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 12,437 shares
    Change vs previous 13F -56,069 shares

    0.14% of the 13F portfolio, value $1,374,185.

    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 68,506 shares
    Change vs previous 13F -12,347 shares

    0.84% of the 13F portfolio, value $7,564,434.

    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 80,853 shares
    Change vs previous 13F +57,976 shares

    1.08% of the 13F portfolio, value $8,930,990.

    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 22,877 shares
    Change vs previous 13F -5,550 shares

    0.3% of the 13F portfolio, value $2,519,007.

    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 28,427 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,144,897.

    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).