LCTD β€” BLACKROCK ETF TRUST

Ownership history in WEALTH ALLIANCE, LLC  Β·  8 quarters on record

AI Ownership Summary

WEALTH ALLIANCE, LLC reported BLACKROCK ETF TRUST (LCTD) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.05% in 2023 Q4. The latest visible filing shows LCTD 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.

What this LCTD 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 BLACKROCK ETF TRUST, 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

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

High-water mark
Peak Conviction
0.05% in 2023 Q4

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 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 LCTD β€” position size vs. price
% of Fund (quarterly)    LCTD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 4,917 -1,934 -28.2% 0.03% $262K 2025-11-07 $52.72
2025 Q2 REDUCED 6,851 -566 -7.6% 0.04% $348K 2025-08-08 $50.43
2025 Q1 REDUCED 7,417 -757 -9.3% 0.04% $343K 2025-05-05 $46.93
2024 Q4 ADDED 8,174 +532 +7.0% 0.04% $356K 2025-02-03 $43.31
2024 Q3 REDUCED 7,642 -250 -3.2% 0.04% $372K 2024-11-04 $43.56
2024 Q2 REDUCED 7,892 -65 -0.8% 0.05% $353K 2024-08-09 $42.07
2024 Q1 REDUCED 7,957 -148 -1.8% 0.05% $363K 2024-05-10 $42.84
2023 Q4 INITIATED 8,105 β€” β€” 0.05% $354K 2024-01-30 $40.61

FAQ About WEALTH ALLIANCE, LLC and LCTD

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 LCTD?

WEALTH ALLIANCE, LLC reported LCTD across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

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

The largest reported portfolio weight for LCTD was 0.05% in 2023 Q4.

What is the latest reported LCTD position on this page?

The most recent filing on this page is 2025 Q3, when WEALTH ALLIANCE, LLC reported 4,917 shares, equal to 0.03% of portfolio, with an estimated market value of $262K.

What does the chart on this LCTD ownership page compare?

The chart compares WEALTH ALLIANCE, LLC's quarterly LCTD 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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