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Disclosery

Alliance Wealth Management Group: SPEM position timeline

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

Alliance Wealth Management Group held 90,365 SPEM 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 90,365 shares
    Change vs previous 13F -904 shares

    0.91% of the 13F portfolio, value $4,679,100.

    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 91,269 shares
    Change vs previous 13F +1,718 shares

    0.94% of the 13F portfolio, value $4,281,429.

    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 89,551 shares
    Change vs previous 13F -5,906 shares

    0.92% of the 13F portfolio, value $4,191,882.

    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 95,457 shares
    Change vs previous 13F -5,107 shares

    0.99% of the 13F portfolio, value $4,468,342.

    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 100,564 shares
    Change vs previous 13F -4,314 shares

    1.09% of the 13F portfolio, value $4,298,105.

    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 104,878 shares
    Change vs previous 13F +5,644 shares

    1.11% of the 13F portfolio, value $4,129,047.

    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 99,234 shares
    Change vs previous 13F +2,192 shares

    1.02% of the 13F portfolio, value $3,807,609.

    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 97,042 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $4,005,894.

    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).