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Alliance Wealth Advisors, LLC /UT: WEC position timeline

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

Alliance Wealth Advisors, LLC /UT held 10,984 WEC 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 10,984 shares
    Change vs previous 13F -5,239 shares

    0.24% of the 13F portfolio, value $1,282,544.

    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 16,223 shares
    Change vs previous 13F -8,190 shares

    0.41% of the 13F portfolio, value $1,878,195.

    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 24,413 shares
    Change vs previous 13F -12,422 shares

    0.56% of the 13F portfolio, value $2,574,613.

    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 36,835 shares
    Change vs previous 13F -952 shares

    0.99% of the 13F portfolio, value $4,220,957.

    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 37,787 shares
    Change vs previous 13F +816 shares

    0.95% of the 13F portfolio, value $3,937,437.

    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 36,971 shares
    Change vs previous 13F +23 shares

    1.05% of the 13F portfolio, value $4,029,132.

    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 36,948 shares
    Change vs previous 13F +1,016 shares

    0.9% of the 13F portfolio, value $3,474,618.

    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 35,932 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $3,455,969.

    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).