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

Allegiance Financial Group Advisory Services LLC held 676,877 AVLV 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 676,877 shares
    Change vs previous 13F +44,092 shares

    10.69% of the 13F portfolio, value $61,737,963.

    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 632,785 shares
    Change vs previous 13F +26,183 shares

    10.14% of the 13F portfolio, value $51,001,135.

    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 606,602 shares
    Change vs previous 13F +37,495 shares

    9.66% of the 13F portfolio, value $45,962,197.

    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 569,107 shares
    Change vs previous 13F +49,005 shares

    9.46% of the 13F portfolio, value $41,123,676.

    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 520,102 shares
    Change vs previous 13F +37,685 shares

    9.39% of the 13F portfolio, value $35,476,135.

    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 482,417 shares
    Change vs previous 13F +27,654 shares

    9.57% of the 13F portfolio, value $31,458,388.

    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 454,763 shares
    Change vs previous 13F +23,321 shares

    9.84% of the 13F portfolio, value $30,364,557.

    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 431,442 shares
    Change vs previous 13F not available

    9.88% of the 13F portfolio, value $28,401,799.

    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).