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

Allegiance Financial Group Advisory Services LLC held 576,374 DFAI 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 576,374 shares
    Change vs previous 13F +47,358 shares

    4.12% of the 13F portfolio, value $23,775,430.

    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 529,016 shares
    Change vs previous 13F +27,638 shares

    4.1% of the 13F portfolio, value $20,605,754.

    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 501,378 shares
    Change vs previous 13F +31,073 shares

    4.02% of the 13F portfolio, value $19,107,523.

    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 470,305 shares
    Change vs previous 13F +44,056 shares

    3.93% of the 13F portfolio, value $17,095,592.

    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 426,249 shares
    Change vs previous 13F +31,705 shares

    3.9% of the 13F portfolio, value $14,735,417.

    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 394,544 shares
    Change vs previous 13F +36,064 shares

    3.75% of the 13F portfolio, value $12,321,599.

    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 358,480 shares
    Change vs previous 13F +28,165 shares

    3.39% of the 13F portfolio, value $10,467,618.

    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 330,315 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $10,497,403.

    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).