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WEALTH ALLIANCE, LLC: TCAF position timeline

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

WEALTH ALLIANCE, LLC held 240,168 TCAF 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 240,168 shares
    Change vs previous 13F +106,164 shares

    0.83% of the 13F portfolio, value $9,870,884.

    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 134,004 shares
    Change vs previous 13F +83,289 shares

    0.47% of the 13F portfolio, value $4,769,212.

    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 50,715 shares
    Change vs previous 13F +24,876 shares

    0.19% of the 13F portfolio, value $1,938,313.

    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 25,839 shares
    Change vs previous 13F +447 shares

    0.1% of the 13F portfolio, value $974,121.

    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 25,392 shares
    Change vs previous 13F +6,981 shares

    0.1% of the 13F portfolio, value $895,821.

    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 18,411 shares
    Change vs previous 13F +5,641 shares

    0.07% of the 13F portfolio, value $594,316.

    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 12,770 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $424,851.

    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).