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Disclosery

Allegheny Financial Group: PM position timeline

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

Allegheny Financial Group held 13,837 PM 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 13,837 shares
    Change vs previous 13F +32 shares

    0.27% of the 13F portfolio, value $2,503,349.

    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 13,805 shares
    Change vs previous 13F -27 shares

    0.31% of the 13F portfolio, value $2,282,556.

    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 13,832 shares
    Change vs previous 13F +13 shares

    0.33% of the 13F portfolio, value $2,218,805.

    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 13,819 shares
    Change vs previous 13F +15 shares

    0.42% of the 13F portfolio, value $2,241,561.

    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 13,804 shares
    Change vs previous 13F +43 shares

    0.56% of the 13F portfolio, value $2,514,171.

    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 13,761 shares
    Change vs previous 13F +64 shares

    0.56% of the 13F portfolio, value $2,184,407.

    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 13,697 shares
    Change vs previous 13F +1,630 shares

    0.42% of the 13F portfolio, value $1,648,490.

    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 12,067 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,464,972.

    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).