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Disclosery

Allegheny Financial Group: IYE position timeline

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

Allegheny Financial Group held 4,934 IYE 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 4,934 shares
    Change vs previous 13F +12 shares

    0.03% of the 13F portfolio, value $279,267.

    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 4,922 shares
    Change vs previous 13F -281 shares

    0.04% of the 13F portfolio, value $318,833.

    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 5,203 shares
    Change vs previous 13F -4,679 shares

    0.04% of the 13F portfolio, value $247,313.

    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 9,882 shares
    Change vs previous 13F -221 shares

    0.09% of the 13F portfolio, value $469,622.

    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 10,103 shares
    Change vs previous 13F +6 shares

    0.1% of the 13F portfolio, value $456,860.

    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 10,097 shares
    Change vs previous 13F -2,305 shares

    0.13% of the 13F portfolio, value $497,799.

    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 12,402 shares
    Change vs previous 13F +5 shares

    0.15% of the 13F portfolio, value $565,193.

    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 12,397 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $574,461.

    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).