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

Allegiance Financial Group Advisory Services LLC held 373,415 AVRE 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 373,415 shares
    Change vs previous 13F +35,582 shares

    3.06% of the 13F portfolio, value $17,692,411.

    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 337,833 shares
    Change vs previous 13F +28,332 shares

    2.96% of the 13F portfolio, value $14,869,120.

    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 309,501 shares
    Change vs previous 13F +24,714 shares

    2.83% of the 13F portfolio, value $13,472,581.

    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 284,787 shares
    Change vs previous 13F +35,040 shares

    2.91% of the 13F portfolio, value $12,667,345.

    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 249,747 shares
    Change vs previous 13F +19,652 shares

    2.92% of the 13F portfolio, value $11,028,844.

    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 230,095 shares
    Change vs previous 13F +21,681 shares

    3.01% of the 13F portfolio, value $9,896,366.

    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 208,414 shares
    Change vs previous 13F +16,145 shares

    2.83% of the 13F portfolio, value $8,736,713.

    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 192,269 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $9,063,534.

    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).