WEALTH ALLIANCE, LLC

Position in JKHY — Jack Henry & Associates Inc

CIK 1793904 MELLVILLE, NY

Position in JKHY

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$257,436

-$150,781 QoQ

Shares Held

1,869

-27.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#493

of 710 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $2,660,817 across 5 Information Technology Services names. JKHY ranks #3 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	5,600	$1,574,776
2	CDW	CDW Corp	3,556	$500,115
3	JKHY	Jack Henry & Associates Inc This page	1,869	$257,436
4	INFY	Infosys Ltd	17,260	$181,057
5	WSE	Wise Group plc	12,379	$147,433

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$257,436	1,869	-27.6%	Shares	Defined	2026-08-11
2026-03-31	$408,217	2,583	+2.5%	Shares	Defined	2026-05-14
2025-12-31	$459,849	2,520	+8.4%	Shares	Defined	2026-02-13
2025-09-30	$346,113	2,324	-7.8%	Shares	Defined	2025-11-07
2025-06-30	$454,028	2,520	-0.4%	Shares	Defined	2025-08-08
2025-03-31	$461,978	2,530	-1.3%	Shares	Defined	2025-05-05
2024-12-31	$449,293	2,563	+0.1%	Shares	Defined	2025-02-03
2024-09-30	$451,942	2,560	+3.2%	Shares	Defined	2024-11-04
2024-06-30	$411,895	2,481	-0.7%	Shares	Defined	2024-08-09
2024-03-31	$434,151	2,499	+0.4%	Shares	Defined	2024-05-10
2023-12-31	$406,564	2,488	-2.4%	Shares	Defined	2024-01-30
2023-09-30	$385,255	2,549	-4.8%	Shares	Defined	2023-11-09
2023-06-30	$447,942	2,677	+9.0%	Shares	Defined	2023-08-02
2023-03-31	$370,017	2,455	+21.9%	Shares	Defined	2023-05-11
2022-12-31	$353,577	2,014	-1.1%	Shares	Defined	2023-02-13
2022-09-30	$371,101	2,036	0.0%	Shares	Defined	2022-11-14
2022-06-30	$366,520	2,036	+2.7%	Shares	Defined	2022-10-11
2022-03-31	$390,553	1,982	+16.1%	Shares	Defined	2022-05-10
2021-12-31	$285,051	1,707	-3.6%	Shares	Defined	2022-02-14
2021-09-30	$290,386	1,770	+0.1%	Shares	Defined	2021-11-12
2021-06-30	$289,085	1,768	-1.3%	Shares	Defined	2021-08-16
2021-03-31	$271,882	1,792	-4.5%	Shares	Defined	2021-05-18
2020-12-31	$304,055	1,877	+0.6%	Shares	Defined	2021-02-11
2020-09-30	$303,392	1,866	-1.0%	Shares	Defined	2020-12-01
2020-06-30	$346,712	1,884	+9.3%	Shares	Defined	2020-08-14
2020-03-31	$267,478	1,723	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.