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Disclosery

Allegheny Financial Group: BUR position timeline

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

Allegheny Financial Group held 25,917 BUR 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 25,917 shares
    Change vs previous 13F +11,097 shares

    0.01% of the 13F portfolio, value $106,260.

    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 14,820 shares
    Change vs previous 13F +33 shares

    0.01% of the 13F portfolio, value $66,986.

    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 14,787 shares
    Change vs previous 13F +2,227 shares

    0.02% of the 13F portfolio, value $131,900.

    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 12,560 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $150,218.

    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 12,560 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $179,106.

    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 12,560 shares
    Change vs previous 13F -123 shares

    0.04% of the 13F portfolio, value $165,918.

    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 12,683 shares
    Change vs previous 13F -14,719 shares

    0.04% of the 13F portfolio, value $161,708.

    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 27,402 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $363,351.

    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).