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Disclosery

WEALTH ALLIANCE, LLC: SPY position timeline

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

WEALTH ALLIANCE, LLC held 16,042 SPY 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 16,042 shares
    Change vs previous 13F +1,223 shares

    1% of the 13F portfolio, value $11,979,589.

    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 14,819 shares
    Change vs previous 13F -947 shares

    0.95% of the 13F portfolio, value $9,637,074.

    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 15,766 shares
    Change vs previous 13F +356 shares

    1.05% of the 13F portfolio, value $10,750,934.

    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 15,410 shares
    Change vs previous 13F +366 shares

    1.06% of the 13F portfolio, value $10,265,555.

    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 15,044 shares
    Change vs previous 13F +477 shares

    1.04% of the 13F portfolio, value $9,295,019.

    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 14,567 shares
    Change vs previous 13F -1,228 shares

    0.99% of the 13F portfolio, value $8,148,664.

    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 15,795 shares
    Change vs previous 13F +762 shares

    1.11% of the 13F portfolio, value $9,257,105.

    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 15,033 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $8,625,375.

    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).