Skip to content
Disclosery

Allen Capital Group, LLC: AVEM position timeline

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

Allen Capital Group, LLC held 223,034 AVEM 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 223,034 shares
    Change vs previous 13F +2,755 shares

    1.76% of the 13F portfolio, value $21,520,554.

    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 220,279 shares
    Change vs previous 13F +7,721 shares

    1.6% of the 13F portfolio, value $17,750,079.

    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 212,558 shares
    Change vs previous 13F +7,683 shares

    1.51% of the 13F portfolio, value $16,371,204.

    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 204,875 shares
    Change vs previous 13F +13,114 shares

    1.47% of the 13F portfolio, value $15,388,161.

    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 191,761 shares
    Change vs previous 13F +6,963 shares

    1.37% of the 13F portfolio, value $13,143,299.

    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 184,798 shares
    Change vs previous 13F +13,996 shares

    1.28% of the 13F portfolio, value $11,119,296.

    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 170,802 shares
    Change vs previous 13F +7,089 shares

    1.23% of the 13F portfolio, value $10,041,450.

    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 163,713 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $10,575,860.

    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).