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Disclosery

Allegheny Financial Group: VTWV position timeline

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

Allegheny Financial Group held 15,129 VTWV 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 15,129 shares
    Change vs previous 13F -797 shares

    0.31% of the 13F portfolio, value $2,956,941.

    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 15,926 shares
    Change vs previous 13F -64 shares

    0.36% of the 13F portfolio, value $2,663,276.

    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 15,990 shares
    Change vs previous 13F +315 shares

    0.38% of the 13F portfolio, value $2,557,284.

    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 15,675 shares
    Change vs previous 13F +559 shares

    0.46% of the 13F portfolio, value $2,443,273.

    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 15,116 shares
    Change vs previous 13F +962 shares

    0.47% of the 13F portfolio, value $2,102,553.

    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 14,154 shares
    Change vs previous 13F +8,433 shares

    0.48% of the 13F portfolio, value $1,883,795.

    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 5,721 shares
    Change vs previous 13F +1,014 shares

    0.21% of the 13F portfolio, value $827,417.

    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 4,707 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $692,607.

    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).