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Disclosery

Allen Capital Group, LLC: DFAT position timeline

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

Allen Capital Group, LLC held 421,972 DFAT 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 421,972 shares
    Change vs previous 13F +3,373 shares

    2.42% of the 13F portfolio, value $29,495,844.

    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 418,599 shares
    Change vs previous 13F +9,826 shares

    2.35% of the 13F portfolio, value $26,141,490.

    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 408,773 shares
    Change vs previous 13F +9,749 shares

    2.24% of the 13F portfolio, value $24,338,369.

    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 399,024 shares
    Change vs previous 13F +16,336 shares

    2.22% of the 13F portfolio, value $23,227,178.

    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 382,688 shares
    Change vs previous 13F -1,482 shares

    2.15% of the 13F portfolio, value $20,649,844.

    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 384,170 shares
    Change vs previous 13F +14,418 shares

    2.27% of the 13F portfolio, value $19,780,913.

    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 369,752 shares
    Change vs previous 13F -2,654 shares

    2.52% of the 13F portfolio, value $20,580,396.

    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 372,406 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $20,716,946.

    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).