NICE β€” NICE LTD ADR-EACH CNV INTO 1 ORD ILS1

Ownership history in WEALTH ALLIANCE, LLC  Β·  2 quarters on record

AI Ownership Summary

WEALTH ALLIANCE, LLC reported NICE LTD ADR-EACH CNV INTO 1 ORD ILS1 (NICE) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows NICE at 0.03% 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 NICE 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 NICE LTD ADR-EACH CNV INTO 1 ORD ILS1, 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 Q3

NICE was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q3

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 NICE β€” position size vs. price
% of Fund (quarterly)    NICE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 1,780 +1,103 +162.9% 0.03% $258K 2025-11-07 $123.99
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding NICE

As of 2026 Q1 β€” sorted by position size

Ares Financial Consulting, LLC 0.01%

FAQ About WEALTH ALLIANCE, LLC and NICE

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 NICE?

WEALTH ALLIANCE, LLC reported NICE across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

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

The largest reported portfolio weight for NICE was 0.03% in 2025 Q3.

What is the latest reported NICE position on this page?

The most recent filing on this page is 2025 Q3, when WEALTH ALLIANCE, LLC reported 1,780 shares, equal to 0.03% of portfolio, with an estimated market value of $258K.

What does the chart on this NICE ownership page compare?

The chart compares WEALTH ALLIANCE, LLC's quarterly NICE 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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