Skip to content
Disclosery

Allegiance Financial Group Advisory Services LLC: ADT position timeline

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

Allegiance Financial Group Advisory Services LLC held 12,059 ADT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,059 shares
    Change vs previous 13F -10,995 shares

    0.01% of the 13F portfolio, value $79,204.

    13F-HR 0001964068-26-000003 filed by Allegiance Financial Group Advisory Services LLC
    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 23,054 shares
    Change vs previous 13F -12,872 shares

    0.03% of the 13F portfolio, value $151,465.

    13F-HR 0001964068-26-000002 filed by Allegiance Financial Group Advisory Services LLC
    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 35,926 shares
    Change vs previous 13F +5,203 shares

    0.06% of the 13F portfolio, value $289,923.

    13F-HR 0001964068-26-000001 filed by Allegiance Financial Group Advisory Services LLC
    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 30,723 shares
    Change vs previous 13F +7,900 shares

    0.06% of the 13F portfolio, value $269,085.

    13F-HR 0001964068-25-000002 filed by Allegiance Financial Group Advisory Services LLC
    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 22,823 shares
    Change vs previous 13F +195 shares

    0.05% of the 13F portfolio, value $194,566.

    13F-HR 0001085146-25-004071 filed by Allegiance Financial Group Advisory Services LLC
    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 22,628 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $184,192.

    13F-HR 0001085146-25-002585 filed by Allegiance Financial Group Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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