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Disclosery

Allegheny Financial Group: MSFT position timeline

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

Allegheny Financial Group held 23,828 MSFT 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 23,828 shares
    Change vs previous 13F +373 shares

    0.94% of the 13F portfolio, value $8,888,459.

    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 23,455 shares
    Change vs previous 13F +273 shares

    1.17% of the 13F portfolio, value $8,682,410.

    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 23,182 shares
    Change vs previous 13F -186 shares

    1.66% of the 13F portfolio, value $11,211,616.

    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 23,368 shares
    Change vs previous 13F +161 shares

    2.26% of the 13F portfolio, value $12,103,784.

    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 23,207 shares
    Change vs previous 13F +1,205 shares

    2.56% of the 13F portfolio, value $11,543,757.

    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 22,002 shares
    Change vs previous 13F +1,517 shares

    2.12% of the 13F portfolio, value $8,259,472.

    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 20,485 shares
    Change vs previous 13F -955 shares

    2.22% of the 13F portfolio, value $8,634,485.

    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 21,440 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $9,225,809.

    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).