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Disclosery

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

Allegiance Financial Group Advisory Services LLC held 3,173 UPS 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 3,173 shares
    Change vs previous 13F -224 shares

    0.06% of the 13F portfolio, value $341,098.

    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 3,397 shares
    Change vs previous 13F +100 shares

    0.07% of the 13F portfolio, value $334,197.

    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 3,297 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $327,029.

    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).