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Alliance Wealth Management Group: HYG position timeline

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

Alliance Wealth Management Group held 313,153 HYG 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 313,153 shares
    Change vs previous 13F +14,906 shares

    4.87% of the 13F portfolio, value $25,042,626.

    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 298,247 shares
    Change vs previous 13F +8,723 shares

    5.19% of the 13F portfolio, value $23,728,944.

    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 289,524 shares
    Change vs previous 13F +72,897 shares

    5.12% of the 13F portfolio, value $23,344,533.

    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 216,627 shares
    Change vs previous 13F +20,348 shares

    3.91% of the 13F portfolio, value $17,587,807.

    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 196,279 shares
    Change vs previous 13F -8,176 shares

    4.03% of the 13F portfolio, value $15,829,784.

    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 204,455 shares
    Change vs previous 13F +2,713 shares

    4.34% of the 13F portfolio, value $16,129,457.

    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 201,742 shares
    Change vs previous 13F +5,660 shares

    4.25% of the 13F portfolio, value $15,867,031.

    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 196,082 shares
    Change vs previous 13F not available

    4.19% of the 13F portfolio, value $15,745,423.

    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).