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Disclosery

Allegheny Financial Group: IAGG position timeline

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

Allegheny Financial Group held 63,276 IAGG 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 63,276 shares
    Change vs previous 13F -1,951 shares

    0.34% of the 13F portfolio, value $3,201,803.

    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 65,227 shares
    Change vs previous 13F +1,016 shares

    0.44% of the 13F portfolio, value $3,263,996.

    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 64,211 shares
    Change vs previous 13F +1,798 shares

    0.48% of the 13F portfolio, value $3,211,223.

    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 62,413 shares
    Change vs previous 13F -1,004 shares

    0.6% of the 13F portfolio, value $3,197,450.

    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 63,417 shares
    Change vs previous 13F -3,484 shares

    0.72% of the 13F portfolio, value $3,240,007.

    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 66,901 shares
    Change vs previous 13F -341 shares

    0.86% of the 13F portfolio, value $3,344,420.

    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 67,242 shares
    Change vs previous 13F +326 shares

    0.86% of the 13F portfolio, value $3,356,756.

    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 66,916 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,467,581.

    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).