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Disclosery

WEALTH ALLIANCE, LLC: SNY position timeline

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

WEALTH ALLIANCE, LLC held 17,541 SNY 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 17,541 shares
    Change vs previous 13F -24,491 shares

    0.06% of the 13F portfolio, value $748,299.

    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 42,032 shares
    Change vs previous 13F +8,118 shares

    0.2% of the 13F portfolio, value $2,025,102.

    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 33,914 shares
    Change vs previous 13F +4,251 shares

    0.16% of the 13F portfolio, value $1,643,472.

    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 29,663 shares
    Change vs previous 13F -4,050 shares

    0.14% of the 13F portfolio, value $1,400,094.

    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 33,713 shares
    Change vs previous 13F +1,400 shares

    0.18% of the 13F portfolio, value $1,628,675.

    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 32,313 shares
    Change vs previous 13F +2,993 shares

    0.22% of the 13F portfolio, value $1,792,079.

    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 29,320 shares
    Change vs previous 13F -2,037 shares

    0.17% of the 13F portfolio, value $1,414,104.

    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 31,357 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,807,104.

    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).