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Disclosery

Allegheny Financial Group: IJJ position timeline

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

Allegheny Financial Group held 18,973 IJJ 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 18,973 shares
    Change vs previous 13F -200 shares

    0.3% of the 13F portfolio, value $2,802,918.

    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 19,173 shares
    Change vs previous 13F +13 shares

    0.34% of the 13F portfolio, value $2,540,483.

    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 19,160 shares
    Change vs previous 13F +75 shares

    0.37% of the 13F portfolio, value $2,521,369.

    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 19,085 shares
    Change vs previous 13F +403 shares

    0.46% of the 13F portfolio, value $2,475,835.

    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 18,682 shares
    Change vs previous 13F +2,507 shares

    0.51% of the 13F portfolio, value $2,308,755.

    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 16,175 shares
    Change vs previous 13F +272 shares

    0.5% of the 13F portfolio, value $1,936,706.

    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 15,903 shares
    Change vs previous 13F +1 shares

    0.51% of the 13F portfolio, value $1,987,310.

    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 15,902 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,965,777.

    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).