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Disclosery

Allen Capital Group, LLC: CLOI position timeline

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

Allen Capital Group, LLC held 38,643 CLOI 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 38,643 shares
    Change vs previous 13F +411 shares

    0.17% of the 13F portfolio, value $2,046,147.

    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 38,232 shares
    Change vs previous 13F -207 shares

    0.18% of the 13F portfolio, value $2,014,826.

    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 38,439 shares
    Change vs previous 13F +1,683 shares

    0.19% of the 13F portfolio, value $2,029,964.

    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 36,756 shares
    Change vs previous 13F -565 shares

    0.19% of the 13F portfolio, value $1,951,744.

    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 37,321 shares
    Change vs previous 13F +4,866 shares

    0.21% of the 13F portfolio, value $1,976,147.

    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 32,455 shares
    Change vs previous 13F +2,848 shares

    0.2% of the 13F portfolio, value $1,714,922.

    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 29,607 shares
    Change vs previous 13F +2,162 shares

    0.19% of the 13F portfolio, value $1,562,361.

    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 27,445 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,455,683.

    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).