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

Allegiance Financial Group Advisory Services LLC held 264,812 AVUV 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 264,812 shares
    Change vs previous 13F +18,216 shares

    5.72% of the 13F portfolio, value $33,038,000.

    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 246,596 shares
    Change vs previous 13F +12,625 shares

    5.42% of the 13F portfolio, value $27,237,118.

    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 233,971 shares
    Change vs previous 13F +12,179 shares

    5.02% of the 13F portfolio, value $23,860,341.

    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 221,792 shares
    Change vs previous 13F +21,217 shares

    5.08% of the 13F portfolio, value $22,074,998.

    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 200,575 shares
    Change vs previous 13F +17,816 shares

    4.84% of the 13F portfolio, value $18,272,368.

    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 182,759 shares
    Change vs previous 13F +12,175 shares

    4.85% of the 13F portfolio, value $15,931,117.

    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 170,584 shares
    Change vs previous 13F +8,572 shares

    5.33% of the 13F portfolio, value $16,466,429.

    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 162,012 shares
    Change vs previous 13F not available

    5.41% of the 13F portfolio, value $15,545,073.

    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).