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Disclosery

Allegheny Financial Group: IYR position timeline

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

Allegheny Financial Group held 35,490 IYR 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 35,490 shares
    Change vs previous 13F -187 shares

    0.39% of the 13F portfolio, value $3,628,914.

    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 35,677 shares
    Change vs previous 13F +964 shares

    0.45% of the 13F portfolio, value $3,373,640.

    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 34,713 shares
    Change vs previous 13F -435 shares

    0.48% of the 13F portfolio, value $3,259,226.

    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 35,148 shares
    Change vs previous 13F -298 shares

    0.64% of the 13F portfolio, value $3,412,255.

    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 35,446 shares
    Change vs previous 13F -501 shares

    0.75% of the 13F portfolio, value $3,359,279.

    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 35,947 shares
    Change vs previous 13F -430 shares

    0.88% of the 13F portfolio, value $3,441,940.

    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 36,377 shares
    Change vs previous 13F -269 shares

    0.87% of the 13F portfolio, value $3,385,252.

    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 36,646 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,733,094.

    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).