Wealth Alliance

Business address
105 Broadhollow Road, Mellville, NY, 11747
Top securities (13F)
AAPL, IVV, DYNF, IVE, IVW, MSFT, IUSB, QUAL, EFV, OEF, IEMG, NVDA, AMLP, AMZN, VNQ, IAU, THRO, SPY, META, and TLH
State of incorporation
NY
Fiscal year end
31 December
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Wealth Alliance has filed 29 SEC EDGAR filings since 12 Feb 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 07 Nov 2025 30 Sep 2025 028-19913
13F-HR Open Document Open Filing 08 Aug 2025 30 Jun 2025 028-19913
N-PX Open Document Open Filing 22 Jul 2025 30 Jun 2025 028-19913
13F-HR Open Document Open Filing 05 May 2025 31 Mar 2025 028-19913
13F-HR Open Document Open Filing 03 Feb 2025 31 Dec 2024 028-19913
13F-HR Open Document Open Filing 04 Nov 2024 30 Sep 2024 028-19913
13F-HR Open Document Open Filing 09 Aug 2024 30 Jun 2024 028-19913
N-PX Open Document Open Filing 05 Aug 2024 30 Jun 2024 028-19913
13F-HR Open Document Open Filing 10 May 2024 31 Mar 2024 028-19913
13F-HR Open Document Open Filing 30 Jan 2024 31 Dec 2023 028-19913
13F-HR Open Document Open Filing 09 Nov 2023 30 Sep 2023 028-19913
13F-HR Open Document Open Filing 02 Aug 2023 30 Jun 2023 028-19913
13F-HR Open Document Open Filing 11 May 2023 31 Mar 2023 028-19913
13F-HR Open Document Open Filing 13 Feb 2023 31 Dec 2022 028-19913
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-19913
13F-HR/A Open Document Open Filing 11 Oct 2022 30 Jun 2022 028-19913
13F-HR Open Document Open Filing 15 Aug 2022 30 Jun 2022 028-19913
13F-HR Open Document Open Filing 10 May 2022 31 Mar 2022 028-19913
13F-HR Open Document Open Filing 14 Feb 2022 31 Dec 2021 028-19913
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-19913
13F-HR Open Document Open Filing 16 Aug 2021 30 Jun 2021 028-19913
13F-HR Open Document Open Filing 18 May 2021 31 Mar 2021 028-19913
13F-HR Open Document Open Filing 11 Feb 2021 31 Dec 2020 028-19913
13F-HR/A Open Document Open Filing 01 Dec 2020 30 Sep 2020 028-19913
13F-HR Open Document Open Filing 13 Nov 2020 30 Sep 2020 028-19913
13F-HR Open Document Open Filing 14 Aug 2020 30 Jun 2020 028-19913
13F-HR Open Document Open Filing 15 May 2020 31 Mar 2020 028-19913
13F-HR/A Open Document Open Filing 14 Feb 2020 31 Dec 2019 028-19913
13F-HR Open Document Open Filing 12 Feb 2020 31 Dec 2019 028-19913