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Disclosery

WEALTH ALLIANCE, LLC: WMT position timeline

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

WEALTH ALLIANCE, LLC held 18,816 WMT 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 18,816 shares
    Change vs previous 13F -4,319 shares

    0.18% of the 13F portfolio, value $2,131,070.

    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 23,135 shares
    Change vs previous 13F -4,091 shares

    0.28% of the 13F portfolio, value $2,875,254.

    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 27,226 shares
    Change vs previous 13F -785 shares

    0.3% of the 13F portfolio, value $3,033,297.

    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 28,011 shares
    Change vs previous 13F -276 shares

    0.3% of the 13F portfolio, value $2,886,811.

    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 28,287 shares
    Change vs previous 13F +354 shares

    0.31% of the 13F portfolio, value $2,765,859.

    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 27,933 shares
    Change vs previous 13F +1,009 shares

    0.3% of the 13F portfolio, value $2,452,273.

    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 26,924 shares
    Change vs previous 13F +2,335 shares

    0.29% of the 13F portfolio, value $2,432,582.

    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 24,589 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,985,560.

    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).