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

Allegiance Financial Group Advisory Services LLC held 13,509 VONG 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 13,509 shares
    Change vs previous 13F -1,914 shares

    0.3% of the 13F portfolio, value $1,726,596.

    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 15,423 shares
    Change vs previous 13F -2,976 shares

    0.34% of the 13F portfolio, value $1,691,775.

    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 18,399 shares
    Change vs previous 13F -2,448 shares

    0.47% of the 13F portfolio, value $2,240,039.

    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 20,847 shares
    Change vs previous 13F -2,747 shares

    0.58% of the 13F portfolio, value $2,512,083.

    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 23,594 shares
    Change vs previous 13F -4,218 shares

    0.68% of the 13F portfolio, value $2,576,413.

    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 27,812 shares
    Change vs previous 13F -3,884 shares

    0.79% of the 13F portfolio, value $2,580,638.

    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 31,696 shares
    Change vs previous 13F -1,863 shares

    1.06% of the 13F portfolio, value $3,274,187.

    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 33,559 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $3,239,129.

    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).