BRTX BIORESTORATIVE THERAPIES INC COM NEW

Ownership history in WEALTH ALLIANCE, LLC  ·  17 quarters on record

AI Ownership Summary

WEALTH ALLIANCE, LLC reported BIORESTORATIVE THERAPIES INC COM NEW (BRTX) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows BRTX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ALLIANCE, LLC's position in BIORESTORATIVE THERAPIES INC COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BRTX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WEALTH ALLIANCE, LLC held BRTX — position size vs. price
% of Fund (quarterly)    BRTX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 40,000 0% 0.00% $47K 2026-02-14 (Est.) $0.28
2025 Q3 UNCHANGED 40,000 0% 0.01% $58K 2025-11-07 $1.37
2025 Q2 UNCHANGED 40,000 0% 0.01% $67K 2025-08-08 $1.45
2025 Q1 UNCHANGED 40,000 0% 0.01% $71K 2025-05-05 $1.88
2024 Q4 UNCHANGED 40,000 0% 0.01% $57K 2025-02-03 $2.36
2024 Q3 UNCHANGED 40,000 0% 0.01% $70K 2024-11-04 $1.50
2024 Q2 UNCHANGED 40,000 0% 0.01% $81K 2024-08-09 $1.36
2024 Q1 UNCHANGED 40,000 0% 0.01% $55K 2024-05-10 $1.37
2023 Q4 UNCHANGED 40,000 0% 0.01% $70K 2024-01-30 $1.62
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WEALTH ALLIANCE, LLC and BRTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ALLIANCE, LLC reported owning BRTX?

WEALTH ALLIANCE, LLC reported BRTX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BRTX position in WEALTH ALLIANCE, LLC's portfolio?

The largest reported portfolio weight for BRTX was 0.01% in 2024 Q2.

What is the latest reported BRTX position on this page?

The most recent filing on this page is 2025 Q4, when WEALTH ALLIANCE, LLC reported 40,000 shares, equal to 0.00% of portfolio, with an estimated market value of $47K.

What does the chart on this BRTX ownership page compare?

The chart compares WEALTH ALLIANCE, LLC's quarterly BRTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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