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Disclosery

Allegheny Financial Group: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allegheny Financial Group on AGG, newest first. How the timeline and the estimate are built.

Allegheny Financial Group held 2,032 AGG 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 2,032 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $201,148.

    13F-HR 0001844148-26-000003 filed by Allegheny Financial Group
    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 2,016 shares
    Change vs previous 13F -56 shares

    0.03% of the 13F portfolio, value $200,225.

    13F-HR 0001844148-26-000002 filed by Allegheny Financial Group
    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 2,072 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $207,012.

    13F-HR 0001844148-26-000001 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).