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Disclosery

Allen Capital Group, LLC: BRK-B position timeline

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

Allen Capital Group, LLC held 89,190 BRK-B 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 89,190 shares
    Change vs previous 13F -378 shares

    3.66% of the 13F portfolio, value $44,629,784.

    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 89,568 shares
    Change vs previous 13F -600 shares

    3.87% of the 13F portfolio, value $42,921,069.

    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 90,168 shares
    Change vs previous 13F -2,147 shares

    4.17% of the 13F portfolio, value $45,323,127.

    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 92,315 shares
    Change vs previous 13F -1,704 shares

    4.43% of the 13F portfolio, value $46,410,625.

    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 94,019 shares
    Change vs previous 13F -6,036 shares

    4.76% of the 13F portfolio, value $45,671,614.

    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 100,055 shares
    Change vs previous 13F +3,061 shares

    6.11% of the 13F portfolio, value $53,287,026.

    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 96,994 shares
    Change vs previous 13F +1,842 shares

    5.38% of the 13F portfolio, value $43,965,440.

    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 95,152 shares
    Change vs previous 13F not available

    5.55% of the 13F portfolio, value $43,794,660.

    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).