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

Allegiance Financial Group Advisory Services LLC held 211,649 AVES 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 211,649 shares
    Change vs previous 13F +15,204 shares

    2.4% of the 13F portfolio, value $13,884,203.

    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 196,445 shares
    Change vs previous 13F +11,701 shares

    2.34% of the 13F portfolio, value $11,780,417.

    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 184,744 shares
    Change vs previous 13F +14,411 shares

    2.26% of the 13F portfolio, value $10,772,399.

    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 170,333 shares
    Change vs previous 13F +15,663 shares

    2.25% of the 13F portfolio, value $9,772,003.

    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 154,670 shares
    Change vs previous 13F +12,625 shares

    2.19% of the 13F portfolio, value $8,281,794.

    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 142,045 shares
    Change vs previous 13F +13,363 shares

    2.04% of the 13F portfolio, value $6,698,845.

    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 128,682 shares
    Change vs previous 13F +14,484 shares

    1.93% of the 13F portfolio, value $5,945,117.

    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 114,198 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $5,954,291.

    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).