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Disclosery

WEALTH ALLIANCE, LLC: VB position timeline

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

WEALTH ALLIANCE, LLC held 13,650 VB 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 13,650 shares
    Change vs previous 13F -2,259 shares

    0.35% of the 13F portfolio, value $4,137,576.

    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 15,909 shares
    Change vs previous 13F -1,631 shares

    0.41% of the 13F portfolio, value $4,166,830.

    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 17,540 shares
    Change vs previous 13F -414 shares

    0.44% of the 13F portfolio, value $4,524,334.

    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 17,954 shares
    Change vs previous 13F -1,159 shares

    0.47% of the 13F portfolio, value $4,565,459.

    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 19,113 shares
    Change vs previous 13F +1,338 shares

    0.51% of the 13F portfolio, value $4,529,427.

    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 17,775 shares
    Change vs previous 13F +303 shares

    0.48% of the 13F portfolio, value $3,941,549.

    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 17,472 shares
    Change vs previous 13F +391 shares

    0.5% of the 13F portfolio, value $4,198,118.

    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 17,081 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,051,850.

    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).