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

Allegiance Financial Group Advisory Services LLC held 35,939 VWO 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 35,939 shares
    Change vs previous 13F -6,045 shares

    0.37% of the 13F portfolio, value $2,145,196.

    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 41,984 shares
    Change vs previous 13F -2,205 shares

    0.45% of the 13F portfolio, value $2,269,234.

    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 44,189 shares
    Change vs previous 13F -3,320 shares

    0.5% of the 13F portfolio, value $2,375,605.

    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 47,509 shares
    Change vs previous 13F -3,503 shares

    0.59% of the 13F portfolio, value $2,574,032.

    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 51,012 shares
    Change vs previous 13F -7,549 shares

    0.67% of the 13F portfolio, value $2,523,049.

    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 58,561 shares
    Change vs previous 13F -8,108 shares

    0.81% of the 13F portfolio, value $2,650,483.

    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 66,669 shares
    Change vs previous 13F +21 shares

    0.95% of the 13F portfolio, value $2,936,115.

    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 66,648 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $3,189,093.

    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).