Skip to content
Disclosery

Allegheny Financial Group: FTRB position timeline

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

Allegheny Financial Group held 395,812 FTRB 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 395,812 shares
    Change vs previous 13F +30,878 shares

    1.05% of the 13F portfolio, value $9,932,918.

    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 364,934 shares
    Change vs previous 13F +29,776 shares

    1.24% of the 13F portfolio, value $9,176,285.

    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 335,158 shares
    Change vs previous 13F +81,658 shares

    1.26% of the 13F portfolio, value $8,509,685.

    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 253,500 shares
    Change vs previous 13F +76,667 shares

    1.2% of the 13F portfolio, value $6,436,417.

    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 176,833 shares
    Change vs previous 13F +137,550 shares

    0.99% of the 13F portfolio, value $4,438,520.

    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 39,283 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $984,039.

    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).