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Alliance Wealth Management Group: FLOT position timeline

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

Alliance Wealth Management Group held 268,368 FLOT 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 268,368 shares
    Change vs previous 13F +1,591 shares

    2.67% of the 13F portfolio, value $13,700,190.

    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 266,777 shares
    Change vs previous 13F -9,456 shares

    2.97% of the 13F portfolio, value $13,592,284.

    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 276,233 shares
    Change vs previous 13F +4,171 shares

    3.08% of the 13F portfolio, value $14,049,283.

    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 272,062 shares
    Change vs previous 13F +45,118 shares

    3.09% of the 13F portfolio, value $13,898,118.

    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 226,944 shares
    Change vs previous 13F -13,840 shares

    2.95% of the 13F portfolio, value $11,578,723.

    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 240,784 shares
    Change vs previous 13F -6,770 shares

    3.31% of the 13F portfolio, value $12,292,039.

    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 247,554 shares
    Change vs previous 13F +7,224 shares

    3.37% of the 13F portfolio, value $12,595,555.

    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 240,330 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $12,266,443.

    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).