Skip to content
Disclosery

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

Allegiance Financial Group Advisory Services LLC held 50,059 DFIV 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 50,059 shares
    Change vs previous 13F -1,749 shares

    0.47% of the 13F portfolio, value $2,704,164.

    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 51,808 shares
    Change vs previous 13F -5,626 shares

    0.54% of the 13F portfolio, value $2,734,412.

    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 57,434 shares
    Change vs previous 13F -2,584 shares

    0.6% of the 13F portfolio, value $2,865,966.

    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 60,018 shares
    Change vs previous 13F -3,331 shares

    0.64% of the 13F portfolio, value $2,768,010.

    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 63,349 shares
    Change vs previous 13F -154 shares

    0.72% of the 13F portfolio, value $2,713,257.

    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 63,503 shares
    Change vs previous 13F -6,220 shares

    0.76% of the 13F portfolio, value $2,499,488.

    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 69,723 shares
    Change vs previous 13F +980 shares

    0.8% of the 13F portfolio, value $2,473,785.

    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 68,743 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,617,727.

    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).