Skip to content
Disclosery

WEALTH ALLIANCE, LLC: T position timeline

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

WEALTH ALLIANCE, LLC held 32,837 T 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 32,837 shares
    Change vs previous 13F -1,564 shares

    0.06% of the 13F portfolio, value $679,719.

    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 34,401 shares
    Change vs previous 13F -3,981 shares

    0.1% of the 13F portfolio, value $997,274.

    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 38,382 shares
    Change vs previous 13F -813 shares

    0.09% of the 13F portfolio, value $953,412.

    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 39,195 shares
    Change vs previous 13F -22,565 shares

    0.11% of the 13F portfolio, value $1,106,867.

    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 61,760 shares
    Change vs previous 13F -10,285 shares

    0.2% of the 13F portfolio, value $1,787,327.

    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 72,045 shares
    Change vs previous 13F -9,885 shares

    0.25% of the 13F portfolio, value $2,037,438.

    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 81,930 shares
    Change vs previous 13F -19,876 shares

    0.22% of the 13F portfolio, value $1,865,539.

    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 101,806 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,239,739.

    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).