Position in SEIC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$249,456
-$136,694 QoQ
Shares Held
3,179
-32.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SEIC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Alliance Wealth Advisors, LLC /UT holds $2,324,047 across 3 Asset Management names.
All Filings in SEIC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,456 | 3,179 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $386,150 | 4,708 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $509,778 | 6,008 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $429,081 | 4,775 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $283,116 | 3,647 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $215,932 | 2,618 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||