Position in ALC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$401,088
-$19,678 QoQ
Shares Held
5,323
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALC Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026WEALTH ALLIANCE, LLC holds $2,375,925 across 6 Medical Instruments & Supplies names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
2,249 | $894,382 | |
| 2 | RGEN |
Repligen Corp
|
2,543 | $346,966 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
952 | $341,768 | |
| 4 | COO |
Cooper Companies, Inc.
|
4,251 | $304,839 | |
| 5 | ALGN |
Align Technology Inc
|
1,498 | $252,652 | |
| 6 | BDX |
Becton Dickinson & Co
|
1,555 | $235,318 |
All Filings in ALC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $401,088 | 5,323 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $420,766 | 5,339 | Shares | Defined | 2026-02-13 | |
| 2024-12-31 | $576,063 | 6,786 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $869,908 | 8,693 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $928,748 | 10,426 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $910,026 | 10,926 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $888,146 | 11,369 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $851,050 | 11,044 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $921,684 | 11,225 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $858,260 | 12,167 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $818,006 | 11,933 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $487,431 | 8,378 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $622,719 | 8,910 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $694,930 | 8,760 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $850,900 | 9,767 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $748,129 | 9,297 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $600,512 | 8,547 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $550,141 | 7,839 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $432,564 | 6,556 | Shares | Defined | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||