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

Allegiance Financial Group Advisory Services LLC held 673,456 DFAU 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 673,456 shares
    Change vs previous 13F +54,007 shares

    6.03% of the 13F portfolio, value $34,810,935.

    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 619,449 shares
    Change vs previous 13F +39,525 shares

    5.56% of the 13F portfolio, value $27,943,273.

    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 579,924 shares
    Change vs previous 13F +40,625 shares

    5.7% of the 13F portfolio, value $27,140,448.

    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 539,299 shares
    Change vs previous 13F +57,679 shares

    5.68% of the 13F portfolio, value $24,678,333.

    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 481,620 shares
    Change vs previous 13F +34,004 shares

    5.4% of the 13F portfolio, value $20,401,405.

    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 447,616 shares
    Change vs previous 13F +29,909 shares

    5.23% of the 13F portfolio, value $17,206,357.

    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 417,707 shares
    Change vs previous 13F +22,265 shares

    5.48% of the 13F portfolio, value $16,912,966.

    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 395,442 shares
    Change vs previous 13F not available

    5.46% of the 13F portfolio, value $15,695,099.

    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).