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Alliance Wealth Advisors, LLC /UT: WSO position timeline

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

Alliance Wealth Advisors, LLC /UT held 3,015 WSO 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 3,015 shares
    Change vs previous 13F -971 shares

    0.24% of the 13F portfolio, value $1,256,374.

    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 3,986 shares
    Change vs previous 13F -2,115 shares

    0.31% of the 13F portfolio, value $1,450,372.

    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 6,101 shares
    Change vs previous 13F -3,087 shares

    0.45% of the 13F portfolio, value $2,056,014.

    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 9,188 shares
    Change vs previous 13F -129 shares

    0.87% of the 13F portfolio, value $3,714,727.

    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 9,317 shares
    Change vs previous 13F +244 shares

    0.99% of the 13F portfolio, value $4,114,594.

    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 9,073 shares
    Change vs previous 13F +117 shares

    1.2% of the 13F portfolio, value $4,611,830.

    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 8,956 shares
    Change vs previous 13F +209 shares

    1.1% of the 13F portfolio, value $4,244,181.

    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 8,747 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $4,302,497.

    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).