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Disclosery

Allegheny Financial Group: IWM position timeline

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

Allegheny Financial Group held 5,072 IWM 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 5,072 shares
    Change vs previous 13F -7 shares

    0.16% of the 13F portfolio, value $1,524,128.

    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 5,079 shares
    Change vs previous 13F +1,319 shares

    0.17% of the 13F portfolio, value $1,259,736.

    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 3,760 shares
    Change vs previous 13F +319 shares

    0.14% of the 13F portfolio, value $925,766.

    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 3,441 shares
    Change vs previous 13F +115 shares

    0.16% of the 13F portfolio, value $832,697.

    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 3,326 shares
    Change vs previous 13F -996 shares

    0.16% of the 13F portfolio, value $717,922.

    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 4,322 shares
    Change vs previous 13F +965 shares

    0.22% of the 13F portfolio, value $862,219.

    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 3,357 shares
    Change vs previous 13F +961 shares

    0.19% of the 13F portfolio, value $741,960.

    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 2,396 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $529,285.

    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).