Skip to content
Disclosery

Alliance Wealth Advisors, LLC /UT: CVLT position timeline

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

Alliance Wealth Advisors, LLC /UT held 2,316 CVLT 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 2,316 shares
    Change vs previous 13F -314 shares

    0.06% of the 13F portfolio, value $328,247.

    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 2,630 shares
    Change vs previous 13F -1,016 shares

    0.04% of the 13F portfolio, value $204,851.

    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 3,646 shares
    Change vs previous 13F -1,442 shares

    0.1% of the 13F portfolio, value $457,063.

    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 5,088 shares
    Change vs previous 13F +313 shares

    0.23% of the 13F portfolio, value $960,513.

    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 4,775 shares
    Change vs previous 13F +86 shares

    0.2% of the 13F portfolio, value $832,426.

    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 4,689 shares
    Change vs previous 13F +138 shares

    0.19% of the 13F portfolio, value $739,737.

    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 4,551 shares
    Change vs previous 13F +352 shares

    0.18% of the 13F portfolio, value $686,791.

    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 4,199 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $646,016.

    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).