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Disclosery

Allegheny Financial Group: PAX position timeline

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

Allegheny Financial Group held 12,257 PAX 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 12,257 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $134,582.

    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 12,254 shares
    Change vs previous 13F -62 shares

    0.02% of the 13F portfolio, value $154,400.

    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 12,316 shares
    Change vs previous 13F -31 shares

    0.03% of the 13F portfolio, value $195,701.

    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 12,347 shares
    Change vs previous 13F -199 shares

    0.03% of the 13F portfolio, value $180,266.

    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 12,546 shares
    Change vs previous 13F -155 shares

    0.04% of the 13F portfolio, value $176,397.

    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 12,701 shares
    Change vs previous 13F -440 shares

    0.04% of the 13F portfolio, value $143,394.

    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 13,141 shares
    Change vs previous 13F -10,096 shares

    0.04% of the 13F portfolio, value $152,830.

    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 23,237 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $259,557.

    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).