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

Allegiance Financial Group Advisory Services LLC held 16,156 VSS 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 16,156 shares
    Change vs previous 13F -1,697 shares

    0.43% of the 13F portfolio, value $2,492,782.

    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 17,853 shares
    Change vs previous 13F -2,474 shares

    0.52% of the 13F portfolio, value $2,602,785.

    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 20,327 shares
    Change vs previous 13F -1,292 shares

    0.61% of the 13F portfolio, value $2,913,406.

    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 21,619 shares
    Change vs previous 13F -1,972 shares

    0.71% of the 13F portfolio, value $3,081,748.

    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 23,591 shares
    Change vs previous 13F -3,903 shares

    0.84% of the 13F portfolio, value $3,170,383.

    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 27,494 shares
    Change vs previous 13F -2,933 shares

    0.97% of the 13F portfolio, value $3,178,274.

    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 30,427 shares
    Change vs previous 13F +17 shares

    1.13% of the 13F portfolio, value $3,483,332.

    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 30,410 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $3,830,499.

    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).