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Alliance Wealth Advisors, LLC /UT: HALO position timeline

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

Alliance Wealth Advisors, LLC /UT held 7,802 HALO 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 7,802 shares
    Change vs previous 13F -1,542 shares

    0.12% of the 13F portfolio, value $610,663.

    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 9,344 shares
    Change vs previous 13F -3,248 shares

    0.13% of the 13F portfolio, value $603,903.

    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 12,592 shares
    Change vs previous 13F -5,450 shares

    0.18% of the 13F portfolio, value $847,442.

    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 18,042 shares
    Change vs previous 13F -1,023 shares

    0.31% of the 13F portfolio, value $1,323,200.

    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 19,065 shares
    Change vs previous 13F -1,474 shares

    0.24% of the 13F portfolio, value $991,761.

    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 20,539 shares
    Change vs previous 13F +76 shares

    0.34% of the 13F portfolio, value $1,310,594.

    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 20,463 shares
    Change vs previous 13F +570 shares

    0.25% of the 13F portfolio, value $978,336.

    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 19,893 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,138,675.

    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).