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Disclosery

Allegheny Financial Group: XLI position timeline

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

Allegheny Financial Group held 2,753 XLI 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 2,753 shares
    Change vs previous 13F +9 shares

    0.05% of the 13F portfolio, value $509,952.

    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 2,744 shares
    Change vs previous 13F +66 shares

    0.06% of the 13F portfolio, value $443,877.

    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 2,678 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $415,411.

    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 2,678 shares
    Change vs previous 13F -1,000 shares

    0.08% of the 13F portfolio, value $413,028.

    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 3,678 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $542,579.

    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 3,678 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $482,075.

    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 3,678 shares
    Change vs previous 13F -139 shares

    0.12% of the 13F portfolio, value $484,613.

    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 3,817 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $516,974.

    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).