Skip to content
Disclosery

Allegheny Financial Group: IBM position timeline

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

Allegheny Financial Group held 12,550 IBM 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 12,550 shares
    Change vs previous 13F +616 shares

    0.37% of the 13F portfolio, value $3,529,414.

    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 11,934 shares
    Change vs previous 13F -38 shares

    0.39% of the 13F portfolio, value $2,892,758.

    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 11,972 shares
    Change vs previous 13F -30 shares

    0.52% of the 13F portfolio, value $3,546,474.

    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 12,002 shares
    Change vs previous 13F -48 shares

    0.63% of the 13F portfolio, value $3,386,610.

    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 12,050 shares
    Change vs previous 13F -163 shares

    0.79% of the 13F portfolio, value $3,552,233.

    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 12,213 shares
    Change vs previous 13F -344 shares

    0.78% of the 13F portfolio, value $3,036,989.

    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 12,557 shares
    Change vs previous 13F -2,559 shares

    0.71% of the 13F portfolio, value $2,760,496.

    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 15,116 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $3,341,893.

    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).