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Disclosery

Allen Capital Group, LLC: DUK position timeline

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

Allen Capital Group, LLC held 12,386 DUK 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 12,386 shares
    Change vs previous 13F -164 shares

    0.13% of the 13F portfolio, value $1,567,820.

    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 12,550 shares
    Change vs previous 13F +179 shares

    0.15% of the 13F portfolio, value $1,643,297.

    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 12,371 shares
    Change vs previous 13F -135 shares

    0.13% of the 13F portfolio, value $1,450,005.

    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 12,506 shares
    Change vs previous 13F +314 shares

    0.15% of the 13F portfolio, value $1,547,618.

    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 12,192 shares
    Change vs previous 13F +31 shares

    0.15% of the 13F portfolio, value $1,438,656.

    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 12,161 shares
    Change vs previous 13F +1,684 shares

    0.17% of the 13F portfolio, value $1,483,277.

    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 10,477 shares
    Change vs previous 13F +35 shares

    0.14% of the 13F portfolio, value $1,128,792.

    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 10,442 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,203,963.

    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).