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Disclosery

WEALTH ALLIANCE, LLC: XEL position timeline

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

WEALTH ALLIANCE, LLC held 12,129 XEL 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 12,129 shares
    Change vs previous 13F -4,318 shares

    0.08% of the 13F portfolio, value $973,994.

    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 16,447 shares
    Change vs previous 13F -5,357 shares

    0.13% of the 13F portfolio, value $1,306,563.

    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 21,804 shares
    Change vs previous 13F -1,875 shares

    0.16% of the 13F portfolio, value $1,610,446.

    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 23,679 shares
    Change vs previous 13F +726 shares

    0.2% of the 13F portfolio, value $1,909,707.

    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 22,953 shares
    Change vs previous 13F -385 shares

    0.17% of the 13F portfolio, value $1,563,130.

    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 23,338 shares
    Change vs previous 13F -335 shares

    0.2% of the 13F portfolio, value $1,652,097.

    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 23,673 shares
    Change vs previous 13F -450 shares

    0.19% of the 13F portfolio, value $1,598,397.

    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 24,123 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,575,259.

    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).