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Allegheny Financial Group: VTWG position timeline

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

Allegheny Financial Group held 16,440 VTWG 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 16,440 shares
    Change vs previous 13F -366 shares

    0.5% of the 13F portfolio, value $4,729,590.

    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 16,806 shares
    Change vs previous 13F +152 shares

    0.52% of the 13F portfolio, value $3,849,324.

    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 16,654 shares
    Change vs previous 13F +457 shares

    0.58% of the 13F portfolio, value $3,930,298.

    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 16,197 shares
    Change vs previous 13F +484 shares

    0.71% of the 13F portfolio, value $3,786,512.

    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 15,713 shares
    Change vs previous 13F +553 shares

    0.73% of the 13F portfolio, value $3,275,723.

    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 15,160 shares
    Change vs previous 13F -431 shares

    0.72% of the 13F portfolio, value $2,825,351.

    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 15,591 shares
    Change vs previous 13F +796 shares

    0.84% of the 13F portfolio, value $3,276,294.

    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 14,795 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,066,240.

    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).