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Disclosery

Allegheny Financial Group: IWN position timeline

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

Allegheny Financial Group held 12,744 IWN 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 12,744 shares
    Change vs previous 13F +87 shares

    0.3% of the 13F portfolio, value $2,819,021.

    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 12,657 shares
    Change vs previous 13F +283 shares

    0.32% of the 13F portfolio, value $2,399,766.

    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 12,374 shares
    Change vs previous 13F +36 shares

    0.33% of the 13F portfolio, value $2,242,371.

    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 12,338 shares
    Change vs previous 13F +36 shares

    0.41% of the 13F portfolio, value $2,181,619.

    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 12,302 shares
    Change vs previous 13F +3,783 shares

    0.43% of the 13F portfolio, value $1,940,834.

    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 8,519 shares
    Change vs previous 13F +200 shares

    0.33% of the 13F portfolio, value $1,286,270.

    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 8,319 shares
    Change vs previous 13F +4,674 shares

    0.35% of the 13F portfolio, value $1,365,839.

    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 3,645 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $607,981.

    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).