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Disclosery

Allen Capital Group, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allen Capital Group, LLC on AAPL, newest first. How the timeline and the estimate are built.

Allen Capital Group, LLC held 113,847 AAPL 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 113,847 shares
    Change vs previous 13F +1,166 shares

    2.7% of the 13F portfolio, value $32,942,734.

    13F-HR 0001601384-26-000005 filed by Allen Capital Group, 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 112,681 shares
    Change vs previous 13F +3,042 shares

    2.58% of the 13F portfolio, value $28,597,321.

    13F-HR 0001601384-26-000004 filed by Allen Capital Group, 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 109,639 shares
    Change vs previous 13F +3,676 shares

    2.74% of the 13F portfolio, value $29,806,560.

    13F-HR 0001601384-26-000001 filed by Allen Capital Group, 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 105,963 shares
    Change vs previous 13F +4,404 shares

    2.58% of the 13F portfolio, value $26,981,451.

    13F-HR 0001601384-25-000009 filed by Allen Capital Group, 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 101,559 shares
    Change vs previous 13F -755 shares

    2.17% of the 13F portfolio, value $20,836,932.

    13F-HR 0001601384-25-000007 filed by Allen Capital Group, 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 102,314 shares
    Change vs previous 13F +8,652 shares

    2.61% of the 13F portfolio, value $22,727,003.

    13F-HR 0001601384-25-000002 filed by Allen Capital Group, 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 93,662 shares
    Change vs previous 13F +3,346 shares

    2.87% of the 13F portfolio, value $23,454,913.

    13F-HR 0001601384-25-000001 filed by Allen Capital Group, 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 90,316 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $21,043,597.

    13F-HR 0001601384-24-000005 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).