Alliance Wealth Advisors, LLC /UT: IVV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alliance Wealth Advisors, LLC /UT on IVV, newest first. How the timeline and the estimate are built.
Alliance Wealth Advisors, LLC /UT held 3,797 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 3,797 sharesChange vs previous 13F -584 shares
0.54% of the 13F portfolio, value $2,843,535.
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 4,381 sharesChange vs previous 13F -1,396 shares
0.62% of the 13F portfolio, value $2,861,713.
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 5,777 sharesChange vs previous 13F -1,688 shares
0.86% of the 13F portfolio, value $3,956,898.
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 7,465 sharesChange vs previous 13F -96 shares
1.17% of the 13F portfolio, value $4,996,468.
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 7,561 sharesChange vs previous 13F -5,979 shares
1.13% of the 13F portfolio, value $4,694,758.
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).
- period ended2025-03-3113F 13,540 sharesChange vs previous 13F +1,498 shares
1.99% of the 13F portfolio, value $7,608,246.
13F-HR 0001172661-25-001762 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 ended2024-12-3113F 12,042 sharesChange vs previous 13F +1,964 shares
1.83% of the 13F portfolio, value $7,089,011.
13F-HR 0001172661-25-000353 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 ended2024-09-3013F 10,078 sharesChange vs previous 13F not available
1.53% of the 13F portfolio, value $5,813,471.
13F-HR 0001172661-24-004521 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).