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Alliance Wealth Management Group: IJR position timeline

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

Alliance Wealth Management Group held 56,092 IJR 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 56,092 shares
    Change vs previous 13F +5,377 shares

    1.62% of the 13F portfolio, value $8,317,973.

    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 50,715 shares
    Change vs previous 13F +2,177 shares

    1.38% of the 13F portfolio, value $6,307,922.

    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 48,538 shares
    Change vs previous 13F -5,253 shares

    1.28% of the 13F portfolio, value $5,836,001.

    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 53,791 shares
    Change vs previous 13F +7,713 shares

    1.42% of the 13F portfolio, value $6,392,051.

    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 46,078 shares
    Change vs previous 13F +3,541 shares

    1.28% of the 13F portfolio, value $5,036,245.

    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 42,537 shares
    Change vs previous 13F +2,164 shares

    1.2% of the 13F portfolio, value $4,448,079.

    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 40,373 shares
    Change vs previous 13F +57 shares

    1.24% of the 13F portfolio, value $4,651,768.

    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 40,316 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $4,715,305.

    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).