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Alliance Wealth Advisors, LLC: XLRE position timeline

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

Alliance Wealth Advisors, LLC held 7,842 XLRE 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 7,842 shares
    Change vs previous 13F -25,296 shares

    0.13% of the 13F portfolio, value $320,816.

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

  2. period ended2026-06-30
    13F 33,138 shares
    Change vs previous 13F +4,026 shares

    0.58% of the 13F portfolio, value $1,459,066.

    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 29,112 shares
    Change vs previous 13F +2,313 shares

    0.56% of the 13F portfolio, value $1,188,643.

    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 26,799 shares
    Change vs previous 13F +2,021 shares

    0.52% of the 13F portfolio, value $1,081,340.

    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 24,778 shares
    Change vs previous 13F +982 shares

    0.52% of the 13F portfolio, value $1,043,897.

    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 23,796 shares
    Change vs previous 13F +2,554 shares

    0.54% of the 13F portfolio, value $985,630.

    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 21,242 shares
    Change vs previous 13F +2,091 shares

    0.52% of the 13F portfolio, value $888,978.

    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 19,151 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $778,871.

    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).