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Alliance Wealth Advisors, LLC /UT: SHEL position timeline

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

Alliance Wealth Advisors, LLC /UT held 4,211 SHEL 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 4,211 shares
    Change vs previous 13F -670 shares

    0.06% of the 13F portfolio, value $326,521.

    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 4,881 shares
    Change vs previous 13F -1,446 shares

    0.1% of the 13F portfolio, value $453,933.

    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 6,327 shares
    Change vs previous 13F -2,425 shares

    0.1% of the 13F portfolio, value $464,908.

    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 8,752 shares
    Change vs previous 13F +271 shares

    0.15% of the 13F portfolio, value $626,031.

    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 8,481 shares
    Change vs previous 13F +294 shares

    0.14% of the 13F portfolio, value $597,147.

    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 8,187 shares
    Change vs previous 13F +2,657 shares

    0.16% of the 13F portfolio, value $599,943.

    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 5,530 shares
    Change vs previous 13F -58 shares

    0.09% of the 13F portfolio, value $346,455.

    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 5,588 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $368,529.

    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).