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Disclosery

Allegheny Financial Group: IWF position timeline

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

Allegheny Financial Group held 25,573 IWF 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 25,573 shares
    Change vs previous 13F +19,303 shares

    0.34% of the 13F portfolio, value $3,175,474.

    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 6,270 shares
    Change vs previous 13F +72 shares

    0.36% of the 13F portfolio, value $2,673,535.

    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 6,198 shares
    Change vs previous 13F +73 shares

    0.43% of the 13F portfolio, value $2,933,687.

    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 6,125 shares
    Change vs previous 13F +112 shares

    0.54% of the 13F portfolio, value $2,869,122.

    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 6,013 shares
    Change vs previous 13F +145 shares

    0.57% of the 13F portfolio, value $2,553,418.

    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 5,868 shares
    Change vs previous 13F +391 shares

    0.54% of the 13F portfolio, value $2,119,056.

    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 5,477 shares
    Change vs previous 13F +1,541 shares

    0.57% of the 13F portfolio, value $2,199,666.

    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 3,936 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,477,339.

    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).