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
- period ended2026-06-3013F 17,629 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 22,148 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 33,024 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 40,865 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 23,831 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).