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Disclosery

Allegheny Financial Group: BRK-B position timeline

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

Allegheny Financial Group held 25,747 BRK-B 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 25,747 shares
    Change vs previous 13F +641 shares

    1.37% of the 13F portfolio, value $12,883,968.

    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 25,106 shares
    Change vs previous 13F +28 shares

    1.62% of the 13F portfolio, value $12,031,203.

    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 25,078 shares
    Change vs previous 13F -578 shares

    1.87% of the 13F portfolio, value $12,605,759.

    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).

  4. period ended2025-09-30
    13F 25,656 shares
    Change vs previous 13F +161 shares

    2.41% of the 13F portfolio, value $12,898,384.

    13F-HR 0001844148-25-000003 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).

  5. period ended2025-06-30
    13F 25,495 shares
    Change vs previous 13F +1,011 shares

    2.75% of the 13F portfolio, value $12,384,955.

    13F-HR 0001085146-25-005018 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).

  6. period ended2025-03-31
    13F 24,484 shares
    Change vs previous 13F -2,163 shares

    3.34% of the 13F portfolio, value $13,039,781.

    13F-HR 0001085146-25-003057 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).

  7. period ended2024-12-31
    13F 26,647 shares
    Change vs previous 13F -2,970 shares

    3.11% of the 13F portfolio, value $12,078,660.

    13F-HR 0001085146-25-001470 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).

  8. period ended2024-09-30
    13F 29,617 shares
    Change vs previous 13F not available

    3.37% of the 13F portfolio, value $13,631,514.

    13F-HR 0001172661-24-005142 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).