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Alliance Wealth Advisors, LLC: UITB position timeline

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

Alliance Wealth Advisors, LLC held 598,840 UITB shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 598,840 shares
    Change vs previous 13F +10,279 shares

    10.66% of the 13F portfolio, value $26,734,324.

    13F-HR 0001376474-26-000647 filed by Alliance Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 588,561 shares
    Change vs previous 13F +8,838 shares

    11.01% of the 13F portfolio, value $27,567,022.

    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).

  3. period ended2026-03-31
    13F 579,723 shares
    Change vs previous 13F +37,339 shares

    12.87% of the 13F portfolio, value $27,256,853.

    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).

  4. period ended2025-12-31
    13F 542,384 shares
    Change vs previous 13F +16,909 shares

    12.28% of the 13F portfolio, value $25,684,445.

    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).

  5. period ended2025-09-30
    13F 525,475 shares
    Change vs previous 13F +15,140 shares

    12.48% of the 13F portfolio, value $24,970,570.

    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).

  6. period ended2025-06-30
    13F 510,335 shares
    Change vs previous 13F +9,190 shares

    13.08% of the 13F portfolio, value $24,021,448.

    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).

  7. period ended2025-03-31
    13F 501,145 shares
    Change vs previous 13F +6,531 shares

    13.84% of the 13F portfolio, value $23,523,744.

    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).

  8. period ended2024-12-31
    13F 494,614 shares
    Change vs previous 13F not available

    13.03% of the 13F portfolio, value $22,732,481.

    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).