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AllGen Financial Advisors, Inc.: ISCF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AllGen Financial Advisors, Inc. on ISCF, newest first. How the timeline and the estimate are built.

AllGen Financial Advisors, Inc. held 53,150 ISCF 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 53,150 shares
    Change vs previous 13F -3,954 shares

    0.5% of the 13F portfolio, value $2,300,864.

    13F-HR 0002085853-26-000800 filed by AllGen Financial Advisors, Inc.
    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 57,104 shares
    Change vs previous 13F -14,218 shares

    0.57% of the 13F portfolio, value $2,386,356.

    13F-HR 0002085853-26-000745 filed by AllGen Financial Advisors, Inc.
    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 71,322 shares
    Change vs previous 13F -4,884 shares

    0.7% of the 13F portfolio, value $2,958,419.

    13F-HR 0001705819-26-000011 filed by AllGen Financial Advisors, Inc.
    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 76,206 shares
    Change vs previous 13F -6,659 shares

    0.77% of the 13F portfolio, value $3,133,983.

    13F-HR 0001705819-25-000070 filed by AllGen Financial Advisors, Inc.
    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 82,865 shares
    Change vs previous 13F -101,364 shares

    0.86% of the 13F portfolio, value $3,212,690.

    13F-HR 0001705819-25-000055 filed by AllGen Financial Advisors, Inc.
    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 184,229 shares
    Change vs previous 13F -4,318 shares

    1.84% of the 13F portfolio, value $6,204,923.

    13F-HR 0001705819-25-000033 filed by AllGen Financial Advisors, Inc.
    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 188,547 shares
    Change vs previous 13F +6,452 shares

    2.04% of the 13F portfolio, value $6,086,303.

    13F-HR 0001705819-25-000022 filed by AllGen Financial Advisors, Inc.
    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 182,095 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $6,418,856.

    13F-HR 0001705819-24-000058 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).