Skip to content
Disclosery

Allen Capital Group, LLC: BOXX position timeline

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

Allen Capital Group, LLC held 135,833 BOXX 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 135,833 shares
    Change vs previous 13F +3,900 shares

    1.3% of the 13F portfolio, value $15,904,686.

    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 131,933 shares
    Change vs previous 13F +28,300 shares

    1.38% of the 13F portfolio, value $15,342,489.

    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 103,633 shares
    Change vs previous 13F +14,238 shares

    1.1% of the 13F portfolio, value $11,928,158.

    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 89,395 shares
    Change vs previous 13F +18,430 shares

    0.97% of the 13F portfolio, value $10,178,515.

    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 70,965 shares
    Change vs previous 13F +2,072 shares

    0.83% of the 13F portfolio, value $7,996,336.

    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 68,893 shares
    Change vs previous 13F +9,417 shares

    0.88% of the 13F portfolio, value $7,680,881.

    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 59,476 shares
    Change vs previous 13F +19,001 shares

    0.8% of the 13F portfolio, value $6,559,013.

    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 40,475 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,408,942.

    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).