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Disclosery

Allegheny Financial Group: IJR position timeline

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

Allegheny Financial Group held 11,461 IJR 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 11,461 shares
    Change vs previous 13F +285 shares

    0.18% of the 13F portfolio, value $1,699,913.

    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 11,176 shares
    Change vs previous 13F -12,110 shares

    0.19% of the 13F portfolio, value $1,389,326.

    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 23,286 shares
    Change vs previous 13F +12,638 shares

    0.41% of the 13F portfolio, value $2,798,571.

    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 10,648 shares
    Change vs previous 13F +7 shares

    0.24% of the 13F portfolio, value $1,265,324.

    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 10,641 shares
    Change vs previous 13F +1,757 shares

    0.26% of the 13F portfolio, value $1,162,988.

    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 8,884 shares
    Change vs previous 13F +1,596 shares

    0.24% of the 13F portfolio, value $929,075.

    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 7,288 shares
    Change vs previous 13F +65 shares

    0.22% of the 13F portfolio, value $839,731.

    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 7,223 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $844,812.

    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).