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Alliance Wealth Advisors, LLC /UT: MDT position timeline

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

Alliance Wealth Advisors, LLC /UT held 15,173 MDT 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 15,173 shares
    Change vs previous 13F -6,101 shares

    0.22% of the 13F portfolio, value $1,186,973.

    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 21,274 shares
    Change vs previous 13F -10,029 shares

    0.4% of the 13F portfolio, value $1,843,466.

    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 31,303 shares
    Change vs previous 13F -15,236 shares

    0.65% of the 13F portfolio, value $3,007,049.

    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 46,539 shares
    Change vs previous 13F -2,282 shares

    1.04% of the 13F portfolio, value $4,432,378.

    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 48,821 shares
    Change vs previous 13F -1,307 shares

    1.02% of the 13F portfolio, value $4,255,730.

    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 50,128 shares
    Change vs previous 13F -4,328 shares

    1.18% of the 13F portfolio, value $4,504,505.

    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 54,456 shares
    Change vs previous 13F +145 shares

    1.12% of the 13F portfolio, value $4,349,948.

    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 54,311 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $4,889,655.

    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).