Skip to content
Disclosery

Alliance Wealth Advisors, LLC /UT: ARES position timeline

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

Alliance Wealth Advisors, LLC /UT held 8,534 ARES 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 8,534 shares
    Change vs previous 13F -2,915 shares

    0.18% of the 13F portfolio, value $949,956.

    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 11,449 shares
    Change vs previous 13F -6,095 shares

    0.27% of the 13F portfolio, value $1,249,122.

    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 17,544 shares
    Change vs previous 13F -9,186 shares

    0.61% of the 13F portfolio, value $2,835,744.

    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 26,730 shares
    Change vs previous 13F -646 shares

    1% of the 13F portfolio, value $4,273,787.

    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 27,376 shares
    Change vs previous 13F +649 shares

    1.14% of the 13F portfolio, value $4,741,618.

    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 26,727 shares
    Change vs previous 13F +237 shares

    1.02% of the 13F portfolio, value $3,918,379.

    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 26,490 shares
    Change vs previous 13F +389 shares

    1.21% of the 13F portfolio, value $4,689,444.

    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).

  8. period ended2024-09-30
    13F 26,101 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $4,067,509.

    13F-HR 0001172661-24-004521 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).