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

Allegiance Financial Group Advisory Services LLC held 180,147 VTI 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 180,147 shares
    Change vs previous 13F +16,333 shares

    11.54% of the 13F portfolio, value $66,661,547.

    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 163,814 shares
    Change vs previous 13F +10,871 shares

    10.45% of the 13F portfolio, value $52,542,658.

    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 152,943 shares
    Change vs previous 13F +8,154 shares

    10.78% of the 13F portfolio, value $51,277,333.

    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 144,789 shares
    Change vs previous 13F +13,581 shares

    10.96% of the 13F portfolio, value $47,646,827.

    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 131,208 shares
    Change vs previous 13F +8,826 shares

    10.59% of the 13F portfolio, value $39,997,099.

    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 122,382 shares
    Change vs previous 13F +8,775 shares

    10.23% of the 13F portfolio, value $33,635,337.

    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 113,607 shares
    Change vs previous 13F +6,526 shares

    10.66% of the 13F portfolio, value $32,924,513.

    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 107,081 shares
    Change vs previous 13F not available

    10.55% of the 13F portfolio, value $30,320,942.

    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).