Alliance Wealth Advisors, LLC /UT

Position in PTC — Ptc Inc.

CIK 1893261 Centerville, UT

Position in PTC

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$474,349

-$296,704 QoQ

Shares Held

3,329

-24.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Alliance Wealth Advisors, LLC /UT holds $3,369,269 across 6 Software - Application names.

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	4,604	$1,031,065
2	SHOP	Shopify Inc.	7,566	$863,885
3	NOW	ServiceNow, Inc.	5,786	$574,434
4	CVLT	Commvault Systems Inc	2,316	$328,246
5	ADSK	Autodesk, Inc.	1,514	$294,351
6	CRM	Salesforce, Inc.	1,770	$277,288

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$474,349	3,329	-24.8%	Shares	Sole	2026-05-12
2025-12-31	$771,053	4,426	-27.0%	Shares	Sole	2026-02-02
2025-09-30	$1,231,722	6,067	+6.0%	Shares	Sole	2025-11-10
2025-06-30	$985,957	5,721	+1.7%	Shares	Sole	2025-08-14
2025-03-31	$871,438	5,624	-20.3%	Shares	Sole	2025-05-13
2024-12-31	$1,297,386	7,056	+3.5%	Shares	Sole	2025-01-24
2024-09-30	$1,231,920	6,819	+42.7%	Shares	Sole	2024-11-08
2024-06-30	$868,382	4,780	+9.3%	Shares	Sole	2024-08-02
2024-03-31	$826,045	4,372	+14.5%	Shares	Sole	2024-05-13
2023-12-31	$668,172	3,819	+4.0%	Shares	Sole	2024-02-05
2023-09-30	$520,390	3,673	+7.4%	Shares	Sole	2023-11-09
2023-06-30	$486,808	3,421	+13.6%	Shares	Sole	2023-08-11
2023-03-31	$386,100	3,011	+9.2%	Shares	Sole	2023-05-02
2022-12-31	$330,950	2,757	—	Shares	Sole	2023-02-08
No filing history on record for this holder in this stock.