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Alliance Wealth Management Group: IEFA position timeline

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

Alliance Wealth Management Group held 172,207 IEFA 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 172,207 shares
    Change vs previous 13F +28,589 shares

    3.24% of the 13F portfolio, value $16,633,410.

    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 143,618 shares
    Change vs previous 13F +6,654 shares

    2.85% of the 13F portfolio, value $13,005,621.

    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 136,964 shares
    Change vs previous 13F +5,523 shares

    2.69% of the 13F portfolio, value $12,255,751.

    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 131,441 shares
    Change vs previous 13F +26,568 shares

    2.55% of the 13F portfolio, value $11,476,648.

    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 104,873 shares
    Change vs previous 13F +22 shares

    2.23% of the 13F portfolio, value $8,753,395.

    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 104,851 shares
    Change vs previous 13F +6,619 shares

    2.14% of the 13F portfolio, value $7,932,007.

    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 98,232 shares
    Change vs previous 13F +493 shares

    1.85% of the 13F portfolio, value $6,903,746.

    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 97,739 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $7,628,553.

    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).