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AllGen Financial Advisors, Inc.: SPIB position timeline

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

AllGen Financial Advisors, Inc. held 519,935 SPIB 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 519,935 shares
    Change vs previous 13F +211,398 shares

    3.8% of the 13F portfolio, value $17,397,009.

    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 308,537 shares
    Change vs previous 13F +29,757 shares

    2.46% of the 13F portfolio, value $10,348,336.

    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 278,780 shares
    Change vs previous 13F +12,444 shares

    2.24% of the 13F portfolio, value $9,425,536.

    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 266,336 shares
    Change vs previous 13F +102,131 shares

    2.22% of the 13F portfolio, value $9,026,136.

    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 164,205 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $5,514,004.

    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).