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Alliance Wealth Management Group: ITOT position timeline

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

Alliance Wealth Management Group held 34,409 ITOT 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 34,409 shares
    Change vs previous 13F +4,789 shares

    1.1% of the 13F portfolio, value $5,652,138.

    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 29,620 shares
    Change vs previous 13F +815 shares

    0.92% of the 13F portfolio, value $4,221,963.

    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 28,805 shares
    Change vs previous 13F +445 shares

    0.94% of the 13F portfolio, value $4,283,738.

    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 28,360 shares
    Change vs previous 13F +6,212 shares

    0.92% of the 13F portfolio, value $4,130,755.

    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 22,148 shares
    Change vs previous 13F +1,297 shares

    0.76% of the 13F portfolio, value $2,991,613.

    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 20,851 shares
    Change vs previous 13F +987 shares

    0.69% of the 13F portfolio, value $2,544,023.

    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 19,864 shares
    Change vs previous 13F -2,641 shares

    0.68% of the 13F portfolio, value $2,554,957.

    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 22,505 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,827,044.

    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).