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Disclosery

Allegheny Financial Group: FBTC position timeline

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

Allegheny Financial Group held 102,569 FBTC 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 102,569 shares
    Change vs previous 13F -63 shares

    0.56% of the 13F portfolio, value $5,236,175.

    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 102,632 shares
    Change vs previous 13F -48 shares

    0.82% of the 13F portfolio, value $6,058,397.

    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 102,680 shares
    Change vs previous 13F +1,188 shares

    1.16% of the 13F portfolio, value $7,827,349.

    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 101,492 shares
    Change vs previous 13F +2,450 shares

    1.89% of the 13F portfolio, value $10,129,941.

    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 99,042 shares
    Change vs previous 13F -6,442 shares

    2.07% of the 13F portfolio, value $9,308,977.

    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 105,484 shares
    Change vs previous 13F +36,738 shares

    1.95% of the 13F portfolio, value $7,591,739.

    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 68,746 shares
    Change vs previous 13F +45,912 shares

    1.44% of the 13F portfolio, value $5,608,364.

    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 22,834 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,267,977.

    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).