Skip to content
Disclosery

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

Allegiance Financial Group Advisory Services LLC held 581,099 DFSD 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 581,099 shares
    Change vs previous 13F +69,200 shares

    4.8% of the 13F portfolio, value $27,747,460.

    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 511,899 shares
    Change vs previous 13F +49,001 shares

    4.88% of the 13F portfolio, value $24,509,323.

    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 462,898 shares
    Change vs previous 13F +31,073 shares

    4.67% of the 13F portfolio, value $22,195,949.

    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 431,825 shares
    Change vs previous 13F +57,602 shares

    4.79% of the 13F portfolio, value $20,809,642.

    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 374,223 shares
    Change vs previous 13F +22,530 shares

    4.76% of the 13F portfolio, value $17,966,457.

    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 351,693 shares
    Change vs previous 13F +38,879 shares

    5.08% of the 13F portfolio, value $16,712,461.

    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 312,814 shares
    Change vs previous 13F +33,837 shares

    4.75% of the 13F portfolio, value $14,664,718.

    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 278,977 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $13,318,345.

    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).