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Alliance Wealth Management Group: IVV position timeline

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

Alliance Wealth Management Group held 61,877 IVV 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 61,877 shares
    Change vs previous 13F +7,165 shares

    9.02% of the 13F portfolio, value $46,339,972.

    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 54,712 shares
    Change vs previous 13F +2,698 shares

    7.82% of the 13F portfolio, value $35,764,698.

    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 52,014 shares
    Change vs previous 13F +1,514 shares

    7.82% of the 13F portfolio, value $35,630,853.

    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 50,500 shares
    Change vs previous 13F +11,092 shares

    7.52% of the 13F portfolio, value $33,800,994.

    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 39,408 shares
    Change vs previous 13F +1,383 shares

    6.23% of the 13F portfolio, value $24,473,815.

    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 38,025 shares
    Change vs previous 13F +804 shares

    5.75% of the 13F portfolio, value $21,366,188.

    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 37,221 shares
    Change vs previous 13F +1,038 shares

    5.86% of the 13F portfolio, value $21,911,545.

    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 36,183 shares
    Change vs previous 13F not available

    5.55% of the 13F portfolio, value $20,871,185.

    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).