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Disclosery

WEALTH ALLIANCE, LLC: XTEN position timeline

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

WEALTH ALLIANCE, LLC held 92,035 XTEN 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 92,035 shares
    Change vs previous 13F +48,003 shares

    0.35% of the 13F portfolio, value $4,194,957.

    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 44,032 shares
    Change vs previous 13F +19,973 shares

    0.2% of the 13F portfolio, value $2,019,326.

    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 24,059 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,112,006.

    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).