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

Allegiance Financial Group Advisory Services LLC held 22,868 VTWO 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 22,868 shares
    Change vs previous 13F -3,180 shares

    0.48% of the 13F portfolio, value $2,776,617.

    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 26,048 shares
    Change vs previous 13F -4,128 shares

    0.52% of the 13F portfolio, value $2,609,191.

    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 30,176 shares
    Change vs previous 13F -2,829 shares

    0.63% of the 13F portfolio, value $3,003,138.

    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 33,005 shares
    Change vs previous 13F -2,832 shares

    0.74% of the 13F portfolio, value $3,228,524.

    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 35,837 shares
    Change vs previous 13F -5,657 shares

    0.83% of the 13F portfolio, value $3,125,688.

    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 41,494 shares
    Change vs previous 13F -4,243 shares

    1.02% of the 13F portfolio, value $3,346,491.

    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 45,737 shares
    Change vs previous 13F -1,249 shares

    1.32% of the 13F portfolio, value $4,085,665.

    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 46,986 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $4,198,642.

    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).