Wealth Alliance

SEC CIK: 0001793904
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

CASA holding history

Casa Systems Inc in every 13F filed by Wealth Alliance, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CASA overview All 13F holders of CASA Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2023

Holdings of CASA by Wealth Alliance, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−10,000−100.0%	Sold out	Holders
Q3 2023	10,000	$8.47K	<0.1%	00.0%	Unchanged	Holders
Q2 2023	10,000	$12.2K	<0.1%	+10,000	New	Holders