Wealth Alliance

SEC CIK: 0001793904
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

KB holding history

KB Financial Group 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.

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

Shares (Q2 2026): 1,952
Value: $204.9K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of KB by Wealth Alliance, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,952	$204.9K	<0.1%	+1,952	New	Holders
Q4 2025	0	$0	0.0%	−2,425−100.0%	Sold out	Holders
Q3 2025	2,425	$201.1K	<0.1%	−174−6.7%	Reduced	Holders
Q2 2025	2,599	$214.6K	<0.1%	+2,599	New	Holders