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Disclosery

Allegheny Financial Group: EFV position timeline

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

Allegheny Financial Group held 12,137 EFV 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 12,137 shares
    Change vs previous 13F -513 shares

    0.1% of the 13F portfolio, value $929,128.

    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 12,650 shares
    Change vs previous 13F +1,326 shares

    0.13% of the 13F portfolio, value $940,555.

    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 11,324 shares
    Change vs previous 13F +2,077 shares

    0.12% of the 13F portfolio, value $808,658.

    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 9,247 shares
    Change vs previous 13F +2,397 shares

    0.12% of the 13F portfolio, value $627,276.

    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 6,850 shares
    Change vs previous 13F +1,200 shares

    0.1% of the 13F portfolio, value $434,894.

    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 5,650 shares
    Change vs previous 13F -1,759 shares

    0.09% of the 13F portfolio, value $333,059.

    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 7,409 shares
    Change vs previous 13F +2,130 shares

    0.1% of the 13F portfolio, value $388,755.

    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 5,279 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $303,675.

    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).