Current Market Value 895,435,890
Current Holdings 542
Most Recent File Date 2025-08-08
Total Filings on Record 26
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Wealth Alliance . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-08 2025-06-30 13F-HR 542 895,436
2025-05-05 2025-03-31 13F-HR 516 826,365
2025-02-03 2024-12-31 13F-HR 491 836,270
2024-11-04 2024-09-30 13F-HR 521 837,402
2024-08-09 2024-06-30 13F-HR 511 774,357
2024-05-10 2024-03-31 13F-HR 516 762,291
2024-01-30 2023-12-31 13F-HR 510 713,182
2023-11-09 2023-09-30 13F-HR 488 634,063
2023-08-02 2023-06-30 13F-HR 510 668,811
2023-05-11 2023-03-31 13F-HR 500 617,292
2023-02-13 2022-12-31 13F-HR 485 563,221
2022-11-14 2022-09-30 13F-HR 451 506,725
2022-10-11 2022-06-30 13F-HR/A 1 R 438 521,089
2022-08-15 2022-06-30 13F-HR 406 501,947
2022-05-10 2022-03-31 13F-HR 680 701,506
2022-02-14 2021-12-31 13F-HR 447 497,332
2021-11-12 2021-09-30 13F-HR 428 445,330
2021-08-16 2021-06-30 13F-HR 423 424,668
2021-05-18 2021-03-31 13F-HR 384 356,977
2021-02-11 2020-12-31 13F-HR 377 339,390
2020-12-01 2020-09-30 13F-HR/A 1 R 313 278,205
2020-11-13 2020-09-30 13F-HR 313 278,205
2020-08-14 2020-06-30 13F-HR 301 253,129
2020-05-15 2020-03-31 13F-HR 232 185,456
2020-02-14 2019-12-31 13F-HR/A 1 R 87 140,689
2020-02-12 2019-12-31 13F-HR 87 140,689