Position in SITE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$295,063
-$85,365 QoQ
Shares Held
2,579
-9.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#247
of 386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SITE 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. SITE ranks #4 (9.7% of the industry book) .
All Filings in SITE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,063 | 2,579 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $380,428 | 2,858 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $346,775 | 2,784 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $340,676 | 2,645 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $322,546 | 2,667 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $319,751 | 2,633 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $342,338 | 2,598 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $392,516 | 2,601 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $309,716 | 2,551 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $460,113 | 2,636 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $415,350 | 2,556 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $419,412 | 2,566 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $434,633 | 2,597 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $430,866 | 3,148 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $367,798 | 3,135 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $294,924 | 2,832 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $332,003 | 2,793 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $489,273 | 3,026 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $721,267 | 2,977 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $625,936 | 3,138 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $571,083 | 3,374 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $692,009 | 4,053 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $823,131 | 5,189 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $648,164 | 5,315 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $608,941 | 5,343 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $442,308 | 6,008 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||