Alliance Wealth Advisors, LLC CALM CAL MAINE FOODS INC

Ownership history in Alliance Wealth Advisors, LLC  ·  3 quarters on record

AI Ownership Summary

Alliance Wealth Advisors, LLC reported CAL MAINE FOODS INC (CALM) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.11% in 2026 Q1. The latest visible filing shows CALM at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CALM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alliance Wealth Advisors, LLC's position in CAL MAINE FOODS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CALM was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Alliance Wealth Advisors, LLC held CALM — position size vs. price
% of Fund (quarterly)    CALM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 3,200 0% 0.08% $258K 2026-07-09 $85.35
2026 Q1 UNCHANGED 3,200 0% 0.11% $253K 2026-05-13 $79.51
2025 Q4 INITIATED 3,200 0.11% $255K 2026-01-14 $72.70

FAQ About Alliance Wealth Advisors, LLC and CALM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Alliance Wealth Advisors, LLC reported owning CALM?

Alliance Wealth Advisors, LLC reported CALM across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported CALM position in Alliance Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for CALM was 0.11% in 2026 Q1.

What is the latest reported CALM position on this page?

The most recent filing on this page is 2026 Q2, when Alliance Wealth Advisors, LLC reported 3,200 shares, equal to 0.08% of portfolio, with an estimated market value of $258K.

What does the chart on this CALM ownership page compare?

The chart compares Alliance Wealth Advisors, LLC's quarterly CALM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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