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Alliance Wealth Management Group: SPIB position timeline

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

Alliance Wealth Management Group held 171,424 SPIB 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 171,424 shares
    Change vs previous 13F +8,878 shares

    1.12% of the 13F portfolio, value $5,735,847.

    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 162,546 shares
    Change vs previous 13F +27,109 shares

    1.19% of the 13F portfolio, value $5,451,793.

    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 135,437 shares
    Change vs previous 13F +1,376 shares

    1% of the 13F portfolio, value $4,579,125.

    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 134,061 shares
    Change vs previous 13F +6,940 shares

    1.01% of the 13F portfolio, value $4,543,327.

    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 127,121 shares
    Change vs previous 13F +5,395 shares

    1.09% of the 13F portfolio, value $4,268,723.

    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 121,726 shares
    Change vs previous 13F +9,911 shares

    1.09% of the 13F portfolio, value $4,046,172.

    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 111,815 shares
    Change vs previous 13F +7,435 shares

    0.98% of the 13F portfolio, value $3,663,059.

    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 104,380 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $3,518,650.

    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).