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Alliance Wealth Advisors, LLC /UT: OLLI position timeline

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

Alliance Wealth Advisors, LLC /UT held 4,574 OLLI 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 4,574 shares
    Change vs previous 13F -1,335 shares

    0.07% of the 13F portfolio, value $351,649.

    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 5,909 shares
    Change vs previous 13F -2,403 shares

    0.12% of the 13F portfolio, value $543,864.

    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 8,312 shares
    Change vs previous 13F -5,114 shares

    0.2% of the 13F portfolio, value $911,078.

    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 13,426 shares
    Change vs previous 13F -1,046 shares

    0.4% of the 13F portfolio, value $1,723,898.

    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 14,472 shares
    Change vs previous 13F -145 shares

    0.46% of the 13F portfolio, value $1,907,120.

    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 14,617 shares
    Change vs previous 13F -57 shares

    0.44% of the 13F portfolio, value $1,700,834.

    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 14,674 shares
    Change vs previous 13F +3,708 shares

    0.42% of the 13F portfolio, value $1,610,178.

    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 10,966 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,065,895.

    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).