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Alliance Wealth Advisors, LLC /UT: IBDT position timeline

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

Alliance Wealth Advisors, LLC /UT held 17,629 IBDT 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 17,629 shares
    Change vs previous 13F -4,519 shares

    0.08% of the 13F portfolio, value $445,132.

    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 22,148 shares
    Change vs previous 13F -10,876 shares

    0.12% of the 13F portfolio, value $561,009.

    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 33,024 shares
    Change vs previous 13F -7,841 shares

    0.18% of the 13F portfolio, value $840,626.

    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 40,865 shares
    Change vs previous 13F +17,034 shares

    0.24% of the 13F portfolio, value $1,042,875.

    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 23,831 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $605,784.

    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).