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Alliance Wealth Management Group: MUB position timeline

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

Alliance Wealth Management Group held 91,254 MUB 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 91,254 shares
    Change vs previous 13F +3,360 shares

    1.91% of the 13F portfolio, value $9,820,755.

    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 87,894 shares
    Change vs previous 13F +3,328 shares

    2.04% of the 13F portfolio, value $9,329,948.

    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 84,566 shares
    Change vs previous 13F +6,526 shares

    1.99% of the 13F portfolio, value $9,057,864.

    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 78,040 shares
    Change vs previous 13F +6,058 shares

    1.85% of the 13F portfolio, value $8,310,480.

    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 71,982 shares
    Change vs previous 13F -1,001 shares

    1.92% of the 13F portfolio, value $7,520,679.

    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 72,983 shares
    Change vs previous 13F +193 shares

    2.07% of the 13F portfolio, value $7,695,328.

    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 72,790 shares
    Change vs previous 13F +16,335 shares

    2.08% of the 13F portfolio, value $7,755,775.

    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 56,455 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $6,132,707.

    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).