WEALTH ALLIANCE, LLC: TLH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ALLIANCE, LLC on TLH, newest first. How the timeline and the estimate are built.
WEALTH ALLIANCE, LLC held 59,254 TLH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 59,254 sharesChange vs previous 13F -19,221 shares
0.5% of the 13F portfolio, value $5,946,111.
13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 78,475 sharesChange vs previous 13F -10,398 shares
0.78% of the 13F portfolio, value $7,903,995.
13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 88,873 sharesChange vs previous 13F -2,770 shares
0.88% of the 13F portfolio, value $9,035,739.
13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 91,643 sharesChange vs previous 13F +28,859 shares
0.97% of the 13F portfolio, value $9,438,331.
13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 62,784 sharesChange vs previous 13F +14,468 shares
0.71% of the 13F portfolio, value $6,378,896.
13F-HR 0001951757-25-001055 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 48,316 sharesChange vs previous 13F +41,511 shares
0.61% of the 13F portfolio, value $5,012,765.
13F-HR 0001951757-25-000510 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,805 sharesChange vs previous 13F -726 shares
0.08% of the 13F portfolio, value $677,346.
13F-HR 0001951757-25-000170 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,531 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $823,338.
13F-HR 0001951757-24-001165 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).