Skip to content
Disclosery

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies: DFIV 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 DFIV, newest first. How the timeline and the estimate are built.

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies held 75,968 DFIV 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 75,968 shares
    Change vs previous 13F +1,863 shares

    3.22% of the 13F portfolio, value $4,103,793.

    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 74,105 shares
    Change vs previous 13F +5,312 shares

    3.51% of the 13F portfolio, value $3,911,236.

    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 68,793 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $3,432,749.

    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).