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Disclosery

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies on BIV, newest first. How the timeline and the estimate are built.

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies held 44,907 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,907 shares
    Change vs previous 13F +2,855 shares

    2.71% of the 13F portfolio, value $3,444,374.

    13F-HR 0002106763-26-000003 filed by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
    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 42,052 shares
    Change vs previous 13F -612 shares

    2.92% of the 13F portfolio, value $3,245,595.

    13F-HR 0002106763-26-000002 filed by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
    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 42,664 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $3,322,676.

    13F-HR 0002106763-26-000001 filed by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).