Skip to content
Disclosery

WEALTH ALLIANCE, LLC: VO position timeline

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

WEALTH ALLIANCE, LLC held 38,161 VO 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 38,161 shares
    Change vs previous 13F +26,987 shares

    0.26% of the 13F portfolio, value $3,074,604.

    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 11,174 shares
    Change vs previous 13F -1,077 shares

    0.32% of the 13F portfolio, value $3,209,048.

    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 12,251 shares
    Change vs previous 13F -634 shares

    0.35% of the 13F portfolio, value $3,555,587.

    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 12,885 shares
    Change vs previous 13F -290 shares

    0.39% of the 13F portfolio, value $3,784,747.

    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 13,175 shares
    Change vs previous 13F +540 shares

    0.41% of the 13F portfolio, value $3,686,686.

    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 12,635 shares
    Change vs previous 13F +53 shares

    0.4% of the 13F portfolio, value $3,267,667.

    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 12,582 shares
    Change vs previous 13F +137 shares

    0.4% of the 13F portfolio, value $3,323,215.

    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 12,445 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,283,471.

    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).