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

Allegiance Financial Group Advisory Services LLC held 7,714 DFAS 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 7,714 shares
    Change vs previous 13F +8 shares

    0.11% of the 13F portfolio, value $635,195.

    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 7,706 shares
    Change vs previous 13F -6 shares

    0.11% of the 13F portfolio, value $548,105.

    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 7,712 shares
    Change vs previous 13F -29 shares

    0.11% of the 13F portfolio, value $537,318.

    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 7,741 shares
    Change vs previous 13F +8 shares

    0.12% of the 13F portfolio, value $529,955.

    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 7,733 shares
    Change vs previous 13F -326 shares

    0.13% of the 13F portfolio, value $492,670.

    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 8,059 shares
    Change vs previous 13F +8 shares

    0.15% of the 13F portfolio, value $481,501.

    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 8,051 shares
    Change vs previous 13F +8 shares

    0.17% of the 13F portfolio, value $523,988.

    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 8,043 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $521,644.

    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).