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Disclosery

Allen Capital Group, LLC: COST position timeline

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

Allen Capital Group, LLC held 9,358 COST 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 9,358 shares
    Change vs previous 13F +1,036 shares

    0.72% of the 13F portfolio, value $8,754,128.

    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 8,322 shares
    Change vs previous 13F +7,178 shares

    0.75% of the 13F portfolio, value $8,292,290.

    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 1,144 shares
    Change vs previous 13F +508 shares

    0.09% of the 13F portfolio, value $986,517.

    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 636 shares
    Change vs previous 13F -39 shares

    0.06% of the 13F portfolio, value $588,701.

    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 675 shares
    Change vs previous 13F +109 shares

    0.07% of the 13F portfolio, value $668,210.

    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 566 shares
    Change vs previous 13F +56 shares

    0.06% of the 13F portfolio, value $535,336.

    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 510 shares
    Change vs previous 13F +33 shares

    0.06% of the 13F portfolio, value $467,315.

    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 477 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $422,879.

    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).