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Alliance Wealth Advisors, LLC /UT: JEPI position timeline

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

Alliance Wealth Advisors, LLC /UT held 15,867 JEPI 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 15,867 shares
    Change vs previous 13F -82,014 shares

    0.17% of the 13F portfolio, value $896,168.

    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 97,881 shares
    Change vs previous 13F +44,332 shares

    1.2% of the 13F portfolio, value $5,547,895.

    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 53,549 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $3,065,145.

    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).