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Allegheny Financial Group: GLD position timeline

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

Allegheny Financial Group held 2,356 GLD 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 2,356 shares
    Change vs previous 13F +79 shares

    0.09% of the 13F portfolio, value $868,190.

    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 2,277 shares
    Change vs previous 13F +4 shares

    0.13% of the 13F portfolio, value $979,809.

    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 2,273 shares
    Change vs previous 13F -25 shares

    0.13% of the 13F portfolio, value $900,966.

    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 2,298 shares
    Change vs previous 13F -2,436 shares

    0.15% of the 13F portfolio, value $817,031.

    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 4,734 shares
    Change vs previous 13F +3,015 shares

    0.32% of the 13F portfolio, value $1,443,250.

    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 1,719 shares
    Change vs previous 13F +16 shares

    0.13% of the 13F portfolio, value $495,313.

    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 1,703 shares
    Change vs previous 13F -230 shares

    0.11% of the 13F portfolio, value $412,347.

    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 1,933 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $469,758.

    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).