WEALTH ALLIANCE, LLC: TT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ALLIANCE, LLC on TT, newest first. How the timeline and the estimate are built.
WEALTH ALLIANCE, LLC held 2,117 TT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 2,117 sharesChange vs previous 13F +16 shares
0.09% of the 13F portfolio, value $1,039,831.
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 2,101 sharesChange vs previous 13F -40 shares
0.09% of the 13F portfolio, value $875,443.
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 2,141 sharesChange vs previous 13F -774 shares
0.08% of the 13F portfolio, value $833,324.
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 2,915 sharesChange vs previous 13F -108 shares
0.13% of the 13F portfolio, value $1,230,157.
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 3,023 sharesChange vs previous 13F -3 shares
0.15% of the 13F portfolio, value $1,322,316.
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 3,026 sharesChange vs previous 13F +548 shares
0.12% of the 13F portfolio, value $1,019,623.
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 2,478 sharesChange vs previous 13F -123 shares
0.11% of the 13F portfolio, value $915,388.
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 2,601 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $1,011,222.
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).