Position in POOL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$263,682
-$34,957 QoQ
Shares Held
1,227
-16.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#397
of 605 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in POOL Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026WEALTH ALLIANCE, LLC holds $3,037,213 across 5 Industrial Distribution names. POOL ranks #5 (8.7% of the industry book) .
All Filings in POOL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,682 | 1,227 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $298,639 | 1,476 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $205,646 | 899 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $472,236 | 1,523 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $451,502 | 1,549 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $422,132 | 1,326 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $393,444 | 1,154 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $445,000 | 1,181 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $338,063 | 1,100 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $478,147 | 1,185 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $482,439 | 1,210 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $410,939 | 1,154 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $447,320 | 1,194 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $378,396 | 1,105 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $305,655 | 1,011 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $314,709 | 989 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $321,726 | 916 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $515,877 | 1,220 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $752,214 | 1,329 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $566,905 | 1,305 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $412,335 | 899 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $300,013 | 869 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $328,545 | 882 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $280,344 | 838 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $221,302 | 814 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||