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

Allegiance Financial Group Advisory Services LLC held 267,531 IDEV 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 267,531 shares
    Change vs previous 13F +22,903 shares

    4.12% of the 13F portfolio, value $23,812,924.

    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 244,628 shares
    Change vs previous 13F +13,895 shares

    4.07% of the 13F portfolio, value $20,438,551.

    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 230,733 shares
    Change vs previous 13F +16,341 shares

    4% of the 13F portfolio, value $19,030,826.

    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 214,392 shares
    Change vs previous 13F +19,866 shares

    3.95% of the 13F portfolio, value $17,187,821.

    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 194,526 shares
    Change vs previous 13F +14,896 shares

    3.92% of the 13F portfolio, value $14,791,744.

    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 179,630 shares
    Change vs previous 13F +15,412 shares

    3.76% of the 13F portfolio, value $12,374,711.

    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 164,218 shares
    Change vs previous 13F +12,955 shares

    3.43% of the 13F portfolio, value $10,587,136.

    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 151,263 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $10,713,954.

    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).