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Disclosery

Allegheny Financial Group: ERIE position timeline

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

Allegheny Financial Group held 65,647 ERIE 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 65,647 shares
    Change vs previous 13F 0 shares

    1.67% of the 13F portfolio, value $15,739,011.

    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 65,647 shares
    Change vs previous 13F 0 shares

    2.22% of the 13F portfolio, value $16,497,897.

    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 65,647 shares
    Change vs previous 13F +10 shares

    2.79% of the 13F portfolio, value $18,817,883.

    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 65,637 shares
    Change vs previous 13F -4 shares

    3.9% of the 13F portfolio, value $20,883,257.

    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 65,641 shares
    Change vs previous 13F +4 shares

    5.05% of the 13F portfolio, value $22,763,848.

    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 65,637 shares
    Change vs previous 13F -152 shares

    7.05% of the 13F portfolio, value $27,505,434.

    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 65,789 shares
    Change vs previous 13F +151 shares

    6.98% of the 13F portfolio, value $27,120,579.

    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 65,638 shares
    Change vs previous 13F not available

    8.75% of the 13F portfolio, value $35,432,486.

    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).