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Disclosery

WEALTH ALLIANCE, LLC: WEC position timeline

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

WEALTH ALLIANCE, LLC held 22,729 WEC 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 22,729 shares
    Change vs previous 13F +2,686 shares

    0.22% of the 13F portfolio, value $2,654,030.

    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 20,043 shares
    Change vs previous 13F +5,554 shares

    0.23% of the 13F portfolio, value $2,320,343.

    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 14,489 shares
    Change vs previous 13F -72 shares

    0.15% of the 13F portfolio, value $1,528,048.

    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 14,561 shares
    Change vs previous 13F +36 shares

    0.17% of the 13F portfolio, value $1,668,548.

    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 14,525 shares
    Change vs previous 13F +118 shares

    0.17% of the 13F portfolio, value $1,513,462.

    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 14,407 shares
    Change vs previous 13F +317 shares

    0.19% of the 13F portfolio, value $1,570,037.

    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 14,090 shares
    Change vs previous 13F +110 shares

    0.16% of the 13F portfolio, value $1,325,065.

    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 13,980 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,344,573.

    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).