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Alliance Wealth Advisors, LLC /UT: IEF position timeline

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

Alliance Wealth Advisors, LLC /UT held 31,763 IEF 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 31,763 shares
    Change vs previous 13F -4,407 shares

    0.57% of the 13F portfolio, value $3,003,827.

    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 36,170 shares
    Change vs previous 13F -8,159 shares

    0.75% of the 13F portfolio, value $3,452,065.

    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 44,329 shares
    Change vs previous 13F -10,791 shares

    0.92% of the 13F portfolio, value $4,262,677.

    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 55,120 shares
    Change vs previous 13F +1,168 shares

    1.25% of the 13F portfolio, value $5,316,887.

    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 53,952 shares
    Change vs previous 13F +2,837 shares

    1.24% of the 13F portfolio, value $5,166,995.

    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 51,115 shares
    Change vs previous 13F +5,614 shares

    1.27% of the 13F portfolio, value $4,874,849.

    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 45,501 shares
    Change vs previous 13F +4,280 shares

    1.09% of the 13F portfolio, value $4,206,579.

    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 41,221 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $4,044,591.

    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).