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Disclosery

Allegheny Financial Group: VB position timeline

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

Allegheny Financial Group held 11,918 VB 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 11,918 shares
    Change vs previous 13F +253 shares

    0.38% of the 13F portfolio, value $3,612,713.

    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 11,665 shares
    Change vs previous 13F +603 shares

    0.41% of the 13F portfolio, value $3,055,532.

    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 11,062 shares
    Change vs previous 13F +3,685 shares

    0.42% of the 13F portfolio, value $2,853,635.

    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 7,377 shares
    Change vs previous 13F +451 shares

    0.35% of the 13F portfolio, value $1,876,048.

    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 6,926 shares
    Change vs previous 13F +974 shares

    0.36% of the 13F portfolio, value $1,641,512.

    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 5,952 shares
    Change vs previous 13F -363 shares

    0.34% of the 13F portfolio, value $1,319,917.

    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 6,315 shares
    Change vs previous 13F +938 shares

    0.39% of the 13F portfolio, value $1,517,374.

    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 5,377 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,275,512.

    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).