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Disclosery

Allen Capital Group, LLC: BR position timeline

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

Allen Capital Group, LLC held 22,789 BR 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 22,789 shares
    Change vs previous 13F +1,526 shares

    0.26% of the 13F portfolio, value $3,120,893.

    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 21,263 shares
    Change vs previous 13F +1,148 shares

    0.31% of the 13F portfolio, value $3,454,740.

    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 20,115 shares
    Change vs previous 13F +871 shares

    0.41% of the 13F portfolio, value $4,488,965.

    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 19,244 shares
    Change vs previous 13F +1,519 shares

    0.44% of the 13F portfolio, value $4,583,237.

    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 17,725 shares
    Change vs previous 13F +1,539 shares

    0.45% of the 13F portfolio, value $4,307,599.

    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 16,186 shares
    Change vs previous 13F +2,156 shares

    0.45% of the 13F portfolio, value $3,924,569.

    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 14,030 shares
    Change vs previous 13F +833 shares

    0.39% of the 13F portfolio, value $3,172,123.

    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 13,197 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,837,804.

    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).