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Disclosery

Alliance Wealth Management Group: SPDW position timeline

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

Alliance Wealth Management Group held 87,787 SPDW 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 87,787 shares
    Change vs previous 13F +2,043 shares

    0.86% of the 13F portfolio, value $4,423,587.

    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 85,744 shares
    Change vs previous 13F -1,547 shares

    0.86% of the 13F portfolio, value $3,914,214.

    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 87,291 shares
    Change vs previous 13F -3,345 shares

    0.85% of the 13F portfolio, value $3,876,593.

    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 90,636 shares
    Change vs previous 13F -7,396 shares

    0.86% of the 13F portfolio, value $3,878,314.

    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 98,032 shares
    Change vs previous 13F -2,728 shares

    1.01% of the 13F portfolio, value $3,969,316.

    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 100,760 shares
    Change vs previous 13F +2,279 shares

    0.99% of the 13F portfolio, value $3,668,672.

    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 98,481 shares
    Change vs previous 13F -3,368 shares

    0.9% of the 13F portfolio, value $3,361,157.

    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 101,849 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,825,448.

    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).