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Disclosery

WEALTH ALLIANCE, LLC: USRT position timeline

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

WEALTH ALLIANCE, LLC held 37,677 USRT 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 37,677 shares
    Change vs previous 13F +20,063 shares

    0.21% of the 13F portfolio, value $2,503,609.

    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 17,614 shares
    Change vs previous 13F +11,356 shares

    0.1% of the 13F portfolio, value $1,042,570.

    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 6,258 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $356,434.

    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).