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Alliance Wealth Advisors, LLC /UT: SHOP position timeline

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

Alliance Wealth Advisors, LLC /UT held 7,566 SHOP 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 7,566 shares
    Change vs previous 13F -3,699 shares

    0.16% of the 13F portfolio, value $863,886.

    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 11,265 shares
    Change vs previous 13F -7,701 shares

    0.29% of the 13F portfolio, value $1,336,254.

    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 18,966 shares
    Change vs previous 13F -15,788 shares

    0.66% of the 13F portfolio, value $3,052,957.

    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 34,754 shares
    Change vs previous 13F -10,287 shares

    1.21% of the 13F portfolio, value $5,164,792.

    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 45,041 shares
    Change vs previous 13F -2,202 shares

    1.25% of the 13F portfolio, value $5,195,479.

    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 47,243 shares
    Change vs previous 13F -3,624 shares

    1.18% of the 13F portfolio, value $4,510,762.

    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 50,867 shares
    Change vs previous 13F -957 shares

    1.4% of the 13F portfolio, value $5,408,688.

    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 51,824 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $4,153,175.

    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).