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Alliance Wealth Management Group: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alliance Wealth Management Group on AGG, newest first. How the timeline and the estimate are built.

Alliance Wealth Management Group held 212,383 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,383 shares
    Change vs previous 13F +32,330 shares

    4.09% of the 13F portfolio, value $21,020,461.

    13F-HR 0001623707-26-000005 filed by Alliance Wealth Management Group
    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 180,053 shares
    Change vs previous 13F +10,817 shares

    3.91% of the 13F portfolio, value $17,874,087.

    13F-HR 0001623707-26-000003 filed by Alliance Wealth Management Group
    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 169,236 shares
    Change vs previous 13F +27,241 shares

    3.71% of the 13F portfolio, value $16,903,405.

    13F-HR 0001623707-26-000002 filed by Alliance Wealth Management Group
    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 141,995 shares
    Change vs previous 13F +31,026 shares

    3.17% of the 13F portfolio, value $14,234,960.

    13F-HR 0001623707-25-000007 filed by Alliance Wealth Management Group
    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 110,969 shares
    Change vs previous 13F -3,586 shares

    2.8% of the 13F portfolio, value $11,007,703.

    13F-HR 0001623707-25-000005 filed by Alliance Wealth Management Group
    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 114,555 shares
    Change vs previous 13F +7,648 shares

    3.05% of the 13F portfolio, value $11,331,737.

    13F-HR 0001623707-25-000003 filed by Alliance Wealth Management Group
    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 106,907 shares
    Change vs previous 13F +15,663 shares

    2.77% of the 13F portfolio, value $10,359,333.

    13F-HR 0001623707-25-000002 filed by Alliance Wealth Management Group
    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 91,244 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $9,240,272.

    13F-HR 0001623707-24-000002 filed by Alliance Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).