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Alliance Wealth Advisors, LLC: JEPI position timeline

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

Alliance Wealth Advisors, LLC held 15,013 JEPI 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 15,013 shares
    Change vs previous 13F +242 shares

    0.34% of the 13F portfolio, value $847,952.

    13F-HR 0001376474-26-000476 filed by Alliance Wealth Advisors, 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 14,771 shares
    Change vs previous 13F +950 shares

    0.4% of the 13F portfolio, value $837,220.

    13F-HR 0001376474-26-000368 filed by Alliance Wealth Advisors, 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 13,821 shares
    Change vs previous 13F +693 shares

    0.38% of the 13F portfolio, value $791,114.

    13F-HR 0001376474-26-000039 filed by Alliance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 13,128 shares
    Change vs previous 13F +38 shares

    0.37% of the 13F portfolio, value $749,609.

    13F-HR 0001376474-25-000841 filed by Alliance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13,090 shares
    Change vs previous 13F +261 shares

    0.41% of the 13F portfolio, value $744,167.

    13F-HR 0001376474-25-000630 filed by Alliance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,829 shares
    Change vs previous 13F +220 shares

    0.43% of the 13F portfolio, value $733,049.

    13F-HR 0001376474-25-000324 filed by Alliance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,609 shares
    Change vs previous 13F +144 shares

    0.42% of the 13F portfolio, value $725,396.

    13F-HR 0001376474-25-000116 filed by Alliance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,465 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $741,792.

    13F-HR 0001376474-24-000603 filed by Alliance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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