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Alliance Wealth Management Group: IWF position timeline

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

Alliance Wealth Management Group held 26,552 IWF 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 26,552 shares
    Change vs previous 13F +19,914 shares

    0.64% of the 13F portfolio, value $3,296,962.

    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 6,638 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $2,830,443.

    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 6,638 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $3,141,765.

    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 6,638 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $3,109,306.

    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 6,638 shares
    Change vs previous 13F -124 shares

    0.72% of the 13F portfolio, value $2,818,362.

    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 6,762 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $2,441,691.

    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 6,762 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $2,715,484.

    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 6,762 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,538,320.

    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).