WEALTH ALLIANCE, LLC: XEXGX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ALLIANCE, LLC on XEXGX, newest first. How the timeline and the estimate are built.
WEALTH ALLIANCE, LLC held 11,135 XEXGX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 11,135 sharesChange vs previous 13F +229 shares
0.01% of the 13F portfolio, value $109,234.
13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,906 sharesChange vs previous 13F +231 shares
0.01% of the 13F portfolio, value $94,445.
13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,675 sharesChange vs previous 13F +224 shares
0.01% of the 13F portfolio, value $101,734.
13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,451 sharesChange vs previous 13F -618 shares
0.01% of the 13F portfolio, value $95,103.
13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,069 sharesChange vs previous 13F -518 shares
0.01% of the 13F portfolio, value $96,849.
13F-HR 0001951757-25-001055 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,587 sharesChange vs previous 13F +232 shares
0.01% of the 13F portfolio, value $94,317.
13F-HR 0001951757-25-000510 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,355 sharesChange vs previous 13F +100 shares
0.01% of the 13F portfolio, value $92,767.
13F-HR 0001951757-25-000170 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,255 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $98,147.
13F-HR 0001951757-24-001165 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).