Position in LII
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$330,019
+$72,891 QoQ
Shares Held
576
+4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#440
of 653 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LII Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026WEALTH ALLIANCE, LLC holds $2,907,826 across 6 Building Products & Equipment names. LII ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
2,117 | $1,039,785 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
9,201 | $674,893 | |
| 3 | JCI |
Johnson Controls International plc
|
2,276 | $332,546 | |
| 4 | LII |
Lennox International Inc
This page
|
576 | $330,019 | |
| 5 | AWI |
Armstrong World Industries Inc
|
2,024 | $324,690 | |
| 6 | AAON |
Aaon, Inc.
|
1,623 | $205,893 |
All Filings in LII
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,019 | 576 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $257,128 | 554 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $252,501 | 520 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $268,385 | 507 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $334,772 | 584 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $452,028 | 806 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $489,267 | 803 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $496,726 | 822 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $418,354 | 782 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $379,766 | 777 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $354,435 | 792 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $293,560 | 784 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $270,312 | 829 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $217,105 | 864 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $244,014 | 1,020 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $225,342 | 1,012 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $217,375 | 843 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $215,050 | 663 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $214,744 | 730 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $289,760 | 826 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $258,931 | 831 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $241,093 | 880 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $253,527 | 930 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $217,146 | 932 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||