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

Allegiance Financial Group Advisory Services LLC held 568,995 USHY 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 568,995 shares
    Change vs previous 13F +56,565 shares

    3.65% of the 13F portfolio, value $21,064,212.

    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 512,430 shares
    Change vs previous 13F +40,556 shares

    3.75% of the 13F portfolio, value $18,877,208.

    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 471,874 shares
    Change vs previous 13F +26,524 shares

    3.71% of the 13F portfolio, value $17,645,713.

    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 445,350 shares
    Change vs previous 13F +45,045 shares

    3.87% of the 13F portfolio, value $16,825,321.

    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 400,305 shares
    Change vs previous 13F +24,908 shares

    3.98% of the 13F portfolio, value $15,015,438.

    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 375,397 shares
    Change vs previous 13F +28,459 shares

    4.2% of the 13F portfolio, value $13,818,348.

    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 346,938 shares
    Change vs previous 13F +25,593 shares

    4.13% of the 13F portfolio, value $12,763,857.

    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 321,345 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $12,098,635.

    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).