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Allegiance Financial Group Advisory Services LLC: AVDV 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 AVDV, newest first. How the timeline and the estimate are built.

Allegiance Financial Group Advisory Services LLC held 362,990 AVDV 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 362,990 shares
    Change vs previous 13F +23,944 shares

    6.48% of the 13F portfolio, value $37,406,147.

    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 339,046 shares
    Change vs previous 13F +4,126 shares

    6.73% of the 13F portfolio, value $33,847,213.

    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 334,920 shares
    Change vs previous 13F +15,702 shares

    6.62% of the 13F portfolio, value $31,472,421.

    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 319,218 shares
    Change vs previous 13F +16,286 shares

    6.54% of the 13F portfolio, value $28,419,954.

    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 302,932 shares
    Change vs previous 13F +19,877 shares

    6.36% of the 13F portfolio, value $24,016,433.

    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 283,055 shares
    Change vs previous 13F +19,899 shares

    6% of the 13F portfolio, value $19,740,257.

    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).

  7. period ended2024-12-31
    13F 263,156 shares
    Change vs previous 13F +21,908 shares

    5.55% of the 13F portfolio, value $17,126,166.

    13F-HR 0001085146-25-000768 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).

  8. period ended2024-09-30
    13F 241,248 shares
    Change vs previous 13F not available

    5.93% of the 13F portfolio, value $17,048,977.

    13F-HR 0001085146-24-005663 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).