Allegiance Financial Group Advisory Services LLC: VRT 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 VRT, newest first. How the timeline and the estimate are built.
Allegiance Financial Group Advisory Services LLC held 2,523 VRT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 2,523 sharesChange vs previous 13F +302 shares
0.15% of the 13F portfolio, value $844,751.
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 ended2026-03-3113F 2,221 sharesChange vs previous 13F +763 shares
0.11% of the 13F portfolio, value $556,538.
13F-HR 0001964068-26-000002 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 ended2025-12-3113F 1,458 sharesChange vs previous 13F -204 shares
0.05% of the 13F portfolio, value $236,211.
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).
- period ended2025-09-3013F 1,662 sharesChange vs previous 13F -3 shares
0.06% of the 13F portfolio, value $250,729.
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 ended2025-06-3013F 1,665 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $213,803.
13F-HR 0001085146-25-004071 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).