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Disclosery

Allegheny Financial Group: SUB position timeline

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

Allegheny Financial Group held 19,772 SUB 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 19,772 shares
    Change vs previous 13F +1,708 shares

    0.22% of the 13F portfolio, value $2,105,220.

    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 18,064 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,923,911.

    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 18,064 shares
    Change vs previous 13F -2 shares

    0.29% of the 13F portfolio, value $1,927,524.

    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 18,066 shares
    Change vs previous 13F +14 shares

    0.36% of the 13F portfolio, value $1,929,105.

    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 18,052 shares
    Change vs previous 13F +626 shares

    0.43% of the 13F portfolio, value $1,919,707.

    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 17,426 shares
    Change vs previous 13F -1,045 shares

    0.47% of the 13F portfolio, value $1,840,249.

    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 18,471 shares
    Change vs previous 13F -108 shares

    0.5% of the 13F portfolio, value $1,948,354.

    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 18,579 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,972,935.

    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).