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Disclosery

Allegheny Financial Group: ETHO position timeline

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

Allegheny Financial Group held 5,775 ETHO 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 5,775 shares
    Change vs previous 13F -111 shares

    0.05% of the 13F portfolio, value $465,578.

    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 5,886 shares
    Change vs previous 13F -1,157 shares

    0.05% of the 13F portfolio, value $388,978.

    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 7,043 shares
    Change vs previous 13F -14,473 shares

    0.07% of the 13F portfolio, value $459,942.

    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 21,516 shares
    Change vs previous 13F +1,108 shares

    0.26% of the 13F portfolio, value $1,370,281.

    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 20,408 shares
    Change vs previous 13F +636 shares

    0.26% of the 13F portfolio, value $1,186,342.

    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 19,772 shares
    Change vs previous 13F +332 shares

    0.28% of the 13F portfolio, value $1,087,286.

    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 19,440 shares
    Change vs previous 13F +706 shares

    0.3% of the 13F portfolio, value $1,161,386.

    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 18,734 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,122,425.

    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).