Skip to content
Disclosery

Alliance Private Wealth, LLC: VSDM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alliance Private Wealth, LLC on VSDM, newest first. How the timeline and the estimate are built.

Alliance Private Wealth, LLC held 45,501 VSDM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,501 shares
    Change vs previous 13F -9,436 shares

    1.21% of the 13F portfolio, value $3,486,757.

    13F-HR 0001951757-26-000982 filed by Alliance Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 54,937 shares
    Change vs previous 13F +2,302 shares

    1.51% of the 13F portfolio, value $4,191,144.

    13F-HR 0001951757-26-000841 filed by Alliance Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 52,635 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $4,050,263.

    13F-HR 0001951757-26-000447 filed by Alliance Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).