Skip to content
Disclosery

Allegheny Financial Group: IWD position timeline

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

Allegheny Financial Group held 12,137 IWD 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 12,137 shares
    Change vs previous 13F -335 shares

    0.31% of the 13F portfolio, value $2,942,424.

    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 12,472 shares
    Change vs previous 13F +10 shares

    0.36% of the 13F portfolio, value $2,664,985.

    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 12,462 shares
    Change vs previous 13F +252 shares

    0.39% of the 13F portfolio, value $2,621,300.

    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 12,210 shares
    Change vs previous 13F +11 shares

    0.46% of the 13F portfolio, value $2,485,867.

    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 12,199 shares
    Change vs previous 13F -457 shares

    0.53% of the 13F portfolio, value $2,369,576.

    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 12,656 shares
    Change vs previous 13F +529 shares

    0.61% of the 13F portfolio, value $2,381,469.

    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 12,127 shares
    Change vs previous 13F +1,022 shares

    0.58% of the 13F portfolio, value $2,245,218.

    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 11,105 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,107,672.

    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).