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Alliance Wealth Advisors, LLC /UT: TIP position timeline

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

Alliance Wealth Advisors, LLC /UT held 1,983 TIP 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 1,983 shares
    Change vs previous 13F -1,658 shares

    0.04% of the 13F portfolio, value $217,000.

    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 3,641 shares
    Change vs previous 13F -4,070 shares

    0.09% of the 13F portfolio, value $401,821.

    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 7,711 shares
    Change vs previous 13F -4,925 shares

    0.18% of the 13F portfolio, value $847,516.

    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 12,636 shares
    Change vs previous 13F -18,182 shares

    0.33% of the 13F portfolio, value $1,405,376.

    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 30,818 shares
    Change vs previous 13F -58,315 shares

    0.81% of the 13F portfolio, value $3,391,213.

    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 89,133 shares
    Change vs previous 13F +31,678 shares

    2.58% of the 13F portfolio, value $9,901,785.

    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 57,455 shares
    Change vs previous 13F +21,297 shares

    1.58% of the 13F portfolio, value $6,121,830.

    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 36,158 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $3,994,341.

    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).