Current Market Value 392,691,921
Current Holdings 85
Most Recent File Date 2025-08-07
Total Filings on Record 39
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Alliance Wealth Management Group . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-07 2025-06-30 13F-HR 85 392,692
2025-05-08 2025-03-31 13F-HR 83 371,308
2025-02-12 2024-12-31 13F-HR 83 373,675
2024-11-13 2024-09-30 13F-HR 81 375,806
2024-07-12 2024-06-30 13F-HR 83 350,331
2024-05-02 2024-03-31 13F-HR 79 340,751
2024-01-19 2023-12-31 13F-HR 76 320,464
2023-08-10 2023-06-30 13F-HR 77 307,884
2023-05-08 2023-03-31 13F-HR 74 294,400
2023-02-13 2022-12-31 13F-HR 71 273,435
2022-11-07 2022-09-30 13F-HR 66 257,304
2022-08-10 2022-06-30 13F-HR 71 270,666
2022-05-10 2022-03-31 13F-HR 73 307,426
2022-01-18 2021-12-31 13F-HR 75 322,487
2021-10-26 2021-09-30 13F-HR 72 307,974
2021-08-13 2021-06-30 13F-HR 70 301,052
2021-05-04 2021-03-31 13F-HR 65 265,168
2021-01-29 2020-12-31 13F-HR 64 253,822
2020-11-12 2020-09-30 13F-HR 60 232,906
2020-09-09 2020-06-30 13F-HR 59 218,991
2020-05-14 2020-03-31 13F-HR 52 187,537
2020-02-10 2019-12-31 13F-HR 59 224,233
2019-11-12 2019-09-30 13F-HR 55 208,055
2019-08-12 2019-06-30 13F-HR 57 204,112
2019-05-15 2019-03-31 13F-HR 57 188,605
2019-02-14 2018-12-31 13F-HR 53 167,512
2018-11-14 2018-09-30 13F-HR 53 183,274
2018-08-13 2018-06-30 13F-HR 59 172,679
2018-05-23 2018-03-31 13F-HR/A 1 R 71 213,311
2018-05-21 2018-03-31 13F-HR 72 215,705
2018-01-31 2017-12-31 13F-HR 72 201,731
2017-11-09 2017-09-30 13F-HR 84 393,162
2017-08-07 2017-06-30 13F-HR 64 178,462
2017-05-12 2017-03-31 13F-HR 65 173,076
2017-02-14 2016-12-31 13F-HR 37 136,078
2016-11-14 2016-09-30 13F-HR 29 142,220
2016-08-03 2016-06-30 13F-HR 27 142,174
2016-05-10 2016-03-31 13F-HR 22 117,855
2016-02-11 2015-12-31 13F-HR 36 104,885