Position in BJ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$318,091
-$101,867 QoQ
Shares Held
3,647
-14.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#394
of 632 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026WEALTH ALLIANCE, LLC holds $3,790,654 across 3 Discount Stores names. BJ ranks #3 (8.4% of the industry book) .
All Filings in BJ
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,091 | 3,647 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $419,958 | 4,267 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $400,633 | 4,450 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $396,032 | 4,247 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $460,865 | 4,274 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $487,891 | 4,276 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $421,374 | 4,716 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $417,513 | 5,062 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $443,679 | 5,051 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $226,496 | 2,994 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $231,110 | 3,467 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $218,534 | 3,062 | Shares | Defined | 2023-11-09 | |
| 2022-09-30 | $207,580 | 2,851 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||