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

Allegiance Financial Group Advisory Services LLC held 683,919 AVIG 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 683,919 shares
    Change vs previous 13F +90,017 shares

    4.9% of the 13F portfolio, value $28,321,067.

    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 593,902 shares
    Change vs previous 13F +53,528 shares

    4.91% of the 13F portfolio, value $24,670,212.

    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 540,374 shares
    Change vs previous 13F +36,294 shares

    4.76% of the 13F portfolio, value $22,654,112.

    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 504,080 shares
    Change vs previous 13F +67,772 shares

    4.88% of the 13F portfolio, value $21,211,681.

    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 436,308 shares
    Change vs previous 13F +26,264 shares

    4.81% of the 13F portfolio, value $18,159,124.

    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 410,044 shares
    Change vs previous 13F +45,324 shares

    5.16% of the 13F portfolio, value $16,971,713.

    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 364,720 shares
    Change vs previous 13F +40,641 shares

    4.79% of the 13F portfolio, value $14,796,687.

    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 324,079 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $13,776,596.

    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).