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Disclosery

Allegheny Financial Group: FBND position timeline

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

Allegheny Financial Group held 11,412 FBND 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 11,412 shares
    Change vs previous 13F -6,739 shares

    0.06% of the 13F portfolio, value $519,174.

    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 18,151 shares
    Change vs previous 13F -11,657 shares

    0.11% of the 13F portfolio, value $828,075.

    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 29,808 shares
    Change vs previous 13F -33,802 shares

    0.2% of the 13F portfolio, value $1,372,384.

    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 63,610 shares
    Change vs previous 13F -41,309 shares

    0.55% of the 13F portfolio, value $2,941,344.

    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 104,919 shares
    Change vs previous 13F -79,674 shares

    1.07% of the 13F portfolio, value $4,800,078.

    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 184,593 shares
    Change vs previous 13F -25,871 shares

    2.16% of the 13F portfolio, value $8,426,691.

    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 210,464 shares
    Change vs previous 13F +404 shares

    2.43% of the 13F portfolio, value $9,443,556.

    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 210,060 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $9,818,205.

    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).