Wealth Alliance

SEC CIK: 0001793904
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

FIS holding history

Fidelity National Information Services, 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.

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

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 20; Since Q1 2021

Holdings of FIS by Wealth Alliance, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−8,965−100.0%	Sold out	Holders
Q4 2025	8,965	$595.8K	0.1%	−1,294−12.6%	Reduced	Holders
Q3 2025	10,259	$676.5K	0.1%	+404+4.1%	Added	Holders
Q2 2025	9,855	$802.3K	0.1%	+844+9.4%	Added	Holders
Q1 2025	9,011	$673.0K	0.1%	+72+0.8%	Added	Holders
Q4 2024	8,939	$722.0K	0.1%	−416−4.4%	Reduced	Holders
Q3 2024	9,355	$783.4K	0.1%	−585−5.9%	Reduced	Holders
Q2 2024	9,940	$749.1K	0.1%	−231−2.3%	Reduced	Holders
Q1 2024	10,171	$754.5K	0.1%	−4,120−28.8%	Reduced	Holders
Q4 2023	14,291	$858.5K	0.1%	−597−4.0%	Reduced	Holders
Q3 2023	14,888	$822.9K	0.1%	−526−3.4%	Reduced	Holders
Q2 2023	15,414	$843.1K	0.1%	+20+0.1%	Added	Holders
Q1 2023	15,394	$836.4K	0.1%	+2,591+20.2%	Added	Holders
Q4 2022	12,803	$868.7K	0.2%	+259+2.1%	Added	Holders
Q3 2022	12,544	$948.0K	0.2%	−2,867−18.6%	Reduced	Holders
Q2 2022	15,411	$1.41M	0.3%	+1,577+11.4%	Added	Holders
Q1 2022	13,834	$1.39M	0.3%	+789+6.0%	Added	Holders
Q4 2021	13,045	$1.42M	0.3%	+2,950+29.2%	Added	Holders
Q3 2021	10,095	$1.23M	0.3%	−736−6.8%	Reduced	Holders
Q2 2021	10,831	$1.53M	0.4%	+829+8.3%	Added	Holders
Q1 2021	10,002	$1.41M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.