Skip to content
Disclosery

Alliance Wealth Advisors, LLC /UT: AGG position timeline

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

Alliance Wealth Advisors, LLC /UT held 4,011 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,011 shares
    Change vs previous 13F -3,044 shares

    0.07% of the 13F portfolio, value $397,009.

    13F-HR 0001172661-26-002758 filed by Alliance Wealth Advisors, LLC /UT
    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 7,055 shares
    Change vs previous 13F -1,788 shares

    0.15% of the 13F portfolio, value $700,350.

    13F-HR 0001172661-26-001700 filed by Alliance Wealth Advisors, LLC /UT
    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 8,843 shares
    Change vs previous 13F -2,528 shares

    0.19% of the 13F portfolio, value $883,239.

    13F-HR 0001172661-26-000430 filed by Alliance Wealth Advisors, LLC /UT
    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 11,371 shares
    Change vs previous 13F +2,114 shares

    0.27% of the 13F portfolio, value $1,139,943.

    13F-HR 0001172661-25-004658 filed by Alliance Wealth Advisors, LLC /UT
    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 9,257 shares
    Change vs previous 13F +3,640 shares

    0.22% of the 13F portfolio, value $918,294.

    13F-HR 0001172661-25-003387 filed by Alliance Wealth Advisors, LLC /UT
    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 5,617 shares
    Change vs previous 13F +1,839 shares

    0.14% of the 13F portfolio, value $555,634.

    13F-HR 0001172661-25-001762 filed by Alliance Wealth Advisors, LLC /UT
    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 3,778 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $366,088.

    13F-HR 0001172661-25-000353 filed by Alliance Wealth Advisors, LLC /UT
    Filed (acceptance time not in the bulk data set), ingested

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