Alliance Wealth Advisors, LLC /UT: CDW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alliance Wealth Advisors, LLC /UT on CDW, newest first. How the timeline and the estimate are built.
Alliance Wealth Advisors, LLC /UT held 2,033 CDW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 2,033 sharesChange vs previous 13F -302 shares
0.05% of the 13F portfolio, value $285,921.
13F-HR 0001172661-26-002758 filed by Alliance Wealth Advisors, LLC /UT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,335 sharesChange vs previous 13F -880 shares
0.06% of the 13F portfolio, value $282,582.
13F-HR 0001172661-26-001700 filed by Alliance Wealth Advisors, LLC /UT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,215 sharesChange vs previous 13F -1,228 shares
0.09% of the 13F portfolio, value $437,883.
13F-HR 0001172661-26-000430 filed by Alliance Wealth Advisors, LLC /UT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,443 sharesChange vs previous 13F +175 shares
0.17% of the 13F portfolio, value $707,690.
13F-HR 0001172661-25-004658 filed by Alliance Wealth Advisors, LLC /UT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,268 sharesChange vs previous 13F +24 shares
0.18% of the 13F portfolio, value $762,232.
13F-HR 0001172661-25-003387 filed by Alliance Wealth Advisors, LLC /UT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,244 sharesChange vs previous 13F +95 shares
0.18% of the 13F portfolio, value $680,152.
13F-HR 0001172661-25-001762 filed by Alliance Wealth Advisors, LLC /UT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,149 sharesChange vs previous 13F +310 shares
0.19% of the 13F portfolio, value $722,102.
13F-HR 0001172661-25-000353 filed by Alliance Wealth Advisors, LLC /UT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,839 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $868,778.
13F-HR 0001172661-24-004521 filed by Alliance Wealth Advisors, LLC /UT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).