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Allegheny Financial Group: DBO position timeline

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

Allegheny Financial Group held 15,970 DBO 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 15,970 shares
    Change vs previous 13F -5,213 shares

    0.03% of the 13F portfolio, value $281,878.

    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 21,183 shares
    Change vs previous 13F -415 shares

    0.06% of the 13F portfolio, value $416,678.

    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 21,598 shares
    Change vs previous 13F +464 shares

    0.04% of the 13F portfolio, value $263,501.

    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 21,134 shares
    Change vs previous 13F +1,656 shares

    0.05% of the 13F portfolio, value $284,265.

    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 19,478 shares
    Change vs previous 13F +5,461 shares

    0.06% of the 13F portfolio, value $257,512.

    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 14,017 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $200,877.

    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 14,017 shares
    Change vs previous 13F +29 shares

    0.05% of the 13F portfolio, value $200,597.

    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 13,988 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $195,411.

    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).