Allegiance Financial Group Advisory Services LLC: HD 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 HD, newest first. How the timeline and the estimate are built.
Allegiance Financial Group Advisory Services LLC held 1,572 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 1,572 sharesChange vs previous 13F +1,572 shares
0.1% of the 13F portfolio, value $554,413.
13F-HR 0001964068-26-000003 filed by Allegiance Financial Group Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -880 shares
13F-HR 0001964068-26-000001 filed by Allegiance Financial Group Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 880 sharesChange vs previous 13F +880 shares
0.08% of the 13F portfolio, value $356,567.
13F-HR 0001964068-25-000002 filed by Allegiance Financial Group Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -829 shares
13F-HR 0001085146-25-000768 filed by Allegiance Financial Group Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 829 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $335,911.
13F-HR 0001085146-24-005663 filed by Allegiance Financial Group Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).