Position in WSE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$147,433
New position
Shares Held
12,379
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#150
of 209 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Information Technology Services
Technology · as of Jun 30, 2026WEALTH ALLIANCE, LLC holds $2,660,817 across 5 Information Technology Services names. WSE ranks #5 (5.5% of the industry book) .
All Filings in WSE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,433 | 12,379 | Shares | Defined | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||