IR
Superintel
OverviewMarketsWatchlist

Wealth Alliance, LLCCoreConcentrated trader

CIK: 0001793904 | MELLVILLE, NY

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR573$1.2B2026-08-11SEC ↗
Q1 2026
13F-HR548$1.0B2026-05-14SEC ↗
Q4 2025
13F-HR551$1.0B2026-02-13SEC ↗
Q3 2025
13F-HR554$972.2M2025-11-07SEC ↗
Q2 2025
13F-HR542$895.4M2025-08-08SEC ↗
Q1 2025
13F-HR516$826.4M2025-05-05SEC ↗
Q4 2024
13F-HR491$836.3M2025-02-03SEC ↗
Q3 2024
13F-HR521$837.4M2024-11-04SEC ↗
Q2 2024
13F-HR511$774.4M2024-08-09SEC ↗
Q1 2024
13F-HR516$762.3M2024-05-10SEC ↗
Q4 2023
13F-HR510$713.2M2024-01-30SEC ↗
Q3 2023
13F-HR488$634.1M2023-11-09SEC ↗
Q2 2023
13F-HR510$668.8M2023-08-02SEC ↗
Q1 2023
13F-HR500$617.3M2023-05-11SEC ↗
Q4 2022
13F-HR851$563.2M2023-02-13SEC ↗
Q3 2022
13F-HR753$35.7M2022-11-14SEC ↗
Q2 2022Amended
13F-HR/A499$30.3M2022-08-15SEC ↗
Q1 2022
13F-HR694$26.4M2022-05-10SEC ↗
Q4 2021
13F-HR793$26.5M2022-02-14SEC ↗
Q3 2021
13F-HR691$21.4M2021-11-12SEC ↗
Q2 2021
13F-HR423$22.2M2021-08-16SEC ↗
Q1 2021
13F-HR433$19.4M2021-05-18SEC ↗
Q4 2020
13F-HR565$18.7M2021-02-11SEC ↗
Q3 2020Amended
13F-HR/A335$14.7M2020-11-13SEC ↗
Q2 2020
13F-HR301$15.0M2020-08-14SEC ↗
Q1 2020
13F-HR232$6.7M2020-05-15SEC ↗
Q4 2019Amended
13F-HR/A87$140.7K2020-02-12SEC ↗