Skip to content
Disclosery

WEALTH ALLIANCE, LLC: VNQ position timeline

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

WEALTH ALLIANCE, LLC held 108,862 VNQ 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 108,862 shares
    Change vs previous 13F +30,925 shares

    0.88% of the 13F portfolio, value $10,497,515.

    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 77,937 shares
    Change vs previous 13F +9,723 shares

    0.68% of the 13F portfolio, value $6,913,039.

    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 68,214 shares
    Change vs previous 13F -53,790 shares

    0.59% of the 13F portfolio, value $6,036,261.

    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 122,004 shares
    Change vs previous 13F +46,406 shares

    1.15% of the 13F portfolio, value $11,153,629.

    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 75,598 shares
    Change vs previous 13F -10,721 shares

    0.75% of the 13F portfolio, value $6,732,742.

    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 86,319 shares
    Change vs previous 13F +231 shares

    0.95% of the 13F portfolio, value $7,815,357.

    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 86,088 shares
    Change vs previous 13F -35,631 shares

    0.92% of the 13F portfolio, value $7,668,739.

    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 121,719 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $11,857,902.

    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).