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Disclosery

Allegheny Financial Group: IWP position timeline

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

Allegheny Financial Group held 17,840 IWP 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 17,840 shares
    Change vs previous 13F +668 shares

    0.28% of the 13F portfolio, value $2,612,042.

    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 17,172 shares
    Change vs previous 13F +552 shares

    0.3% of the 13F portfolio, value $2,200,138.

    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 16,620 shares
    Change vs previous 13F +322 shares

    0.34% of the 13F portfolio, value $2,276,079.

    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 16,298 shares
    Change vs previous 13F +1,550 shares

    0.43% of the 13F portfolio, value $2,321,043.

    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 14,748 shares
    Change vs previous 13F +169 shares

    0.45% of the 13F portfolio, value $2,045,383.

    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 14,579 shares
    Change vs previous 13F -785 shares

    0.44% of the 13F portfolio, value $1,712,894.

    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 15,364 shares
    Change vs previous 13F +2,443 shares

    0.5% of the 13F portfolio, value $1,947,452.

    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 12,921 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,515,488.

    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).