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Disclosery

Allegheny Financial Group: EQWL position timeline

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

Allegheny Financial Group held 7,401 EQWL 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 7,401 shares
    Change vs previous 13F +29 shares

    0.1% of the 13F portfolio, value $954,983.

    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 7,372 shares
    Change vs previous 13F +34 shares

    0.11% of the 13F portfolio, value $849,587.

    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 7,338 shares
    Change vs previous 13F +32 shares

    0.13% of the 13F portfolio, value $867,133.

    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 7,306 shares
    Change vs previous 13F +30 shares

    0.16% of the 13F portfolio, value $837,963.

    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 7,276 shares
    Change vs previous 13F -909 shares

    0.18% of the 13F portfolio, value $800,177.

    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 8,185 shares
    Change vs previous 13F +41 shares

    0.22% of the 13F portfolio, value $843,870.

    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 8,144 shares
    Change vs previous 13F +37 shares

    0.21% of the 13F portfolio, value $832,989.

    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 8,107 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $829,554.

    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).