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Disclosery

Alliance Wealth Management Group: SPTM position timeline

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

Alliance Wealth Management Group held 17,052 SPTM 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 17,052 shares
    Change vs previous 13F +562 shares

    0.3% of the 13F portfolio, value $1,548,151.

    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 16,490 shares
    Change vs previous 13F -61 shares

    0.29% of the 13F portfolio, value $1,303,699.

    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 16,551 shares
    Change vs previous 13F -893 shares

    0.3% of the 13F portfolio, value $1,365,458.

    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 17,444 shares
    Change vs previous 13F -1,258 shares

    0.31% of the 13F portfolio, value $1,406,859.

    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 18,702 shares
    Change vs previous 13F +528 shares

    0.36% of the 13F portfolio, value $1,400,593.

    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 18,174 shares
    Change vs previous 13F -738 shares

    0.33% of the 13F portfolio, value $1,236,014.

    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 18,912 shares
    Change vs previous 13F -3,699 shares

    0.36% of the 13F portfolio, value $1,350,884.

    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 22,611 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,584,127.

    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).