Skip to content
Disclosery

Alliance Wealth Advisors, LLC /UT: IVLU position timeline

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

Alliance Wealth Advisors, LLC /UT held 712,335 IVLU 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 712,335 shares
    Change vs previous 13F +120,409 shares

    5.62% of the 13F portfolio, value $29,789,850.

    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 591,926 shares
    Change vs previous 13F +213,934 shares

    5.08% of the 13F portfolio, value $23,487,624.

    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 377,992 shares
    Change vs previous 13F +351,811 shares

    3.12% of the 13F portfolio, value $14,382,596.

    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 26,181 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $928,902.

    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).