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Disclosery

Allegheny Financial Group: WFC position timeline

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

Allegheny Financial Group held 5,125 WFC 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 5,125 shares
    Change vs previous 13F -172 shares

    0.04% of the 13F portfolio, value $423,578.

    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 5,297 shares
    Change vs previous 13F -506 shares

    0.06% of the 13F portfolio, value $421,706.

    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 5,803 shares
    Change vs previous 13F +125 shares

    0.08% of the 13F portfolio, value $540,899.

    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 5,678 shares
    Change vs previous 13F -302 shares

    0.09% of the 13F portfolio, value $475,933.

    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 5,980 shares
    Change vs previous 13F +32 shares

    0.11% of the 13F portfolio, value $479,135.

    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 5,948 shares
    Change vs previous 13F -399 shares

    0.11% of the 13F portfolio, value $427,042.

    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 6,347 shares
    Change vs previous 13F +103 shares

    0.11% of the 13F portfolio, value $445,880.

    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 6,244 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $352,716.

    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).