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WEALTH ALLIANCE, LLC: VTEB position timeline

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

WEALTH ALLIANCE, LLC held 88,858 VTEB 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 88,858 shares
    Change vs previous 13F +13,939 shares

    0.38% of the 13F portfolio, value $4,494,463.

    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 74,919 shares
    Change vs previous 13F +1,644 shares

    0.37% of the 13F portfolio, value $3,737,722.

    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 73,275 shares
    Change vs previous 13F +314 shares

    0.36% of the 13F portfolio, value $3,685,024.

    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 72,961 shares
    Change vs previous 13F -21,735 shares

    0.38% of the 13F portfolio, value $3,653,170.

    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 94,696 shares
    Change vs previous 13F +769 shares

    0.52% of the 13F portfolio, value $4,642,935.

    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 93,927 shares
    Change vs previous 13F +22,520 shares

    0.56% of the 13F portfolio, value $4,660,648.

    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 71,407 shares
    Change vs previous 13F +1,484 shares

    0.43% of the 13F portfolio, value $3,579,608.

    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 69,923 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,574,454.

    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).