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Alliance Wealth Advisors, LLC /UT: WSM position timeline

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

Alliance Wealth Advisors, LLC /UT held 0 WSM shares at 2025-03-31 per its 13F-HR filed 2025-05-13.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -5,143 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 5,143 shares
    Change vs previous 13F -465 shares

    0.25% of the 13F portfolio, value $952,462.

    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).

  3. period ended2024-09-30
    13F 5,608 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $868,860.

    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).