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

Allegiance Financial Group Advisory Services LLC held 328,121 AVIV 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 328,121 shares
    Change vs previous 13F +24,702 shares

    4.4% of the 13F portfolio, value $25,403,110.

    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 303,419 shares
    Change vs previous 13F +13,213 shares

    4.52% of the 13F portfolio, value $22,701,020.

    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 290,206 shares
    Change vs previous 13F +17,014 shares

    4.34% of the 13F portfolio, value $20,671,387.

    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 273,192 shares
    Change vs previous 13F +22,624 shares

    4.24% of the 13F portfolio, value $18,424,055.

    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 250,568 shares
    Change vs previous 13F +18,267 shares

    4.13% of the 13F portfolio, value $15,594,076.

    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 232,301 shares
    Change vs previous 13F +16,787 shares

    4.01% of the 13F portfolio, value $13,166,818.

    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 215,514 shares
    Change vs previous 13F +16,467 shares

    3.62% of the 13F portfolio, value $11,185,173.

    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 199,047 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $11,174,375.

    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).