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Disclosery

Allen Capital Group, LLC: DWX position timeline

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

Allen Capital Group, LLC held 138,398 DWX 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 138,398 shares
    Change vs previous 13F -781 shares

    0.52% of the 13F portfolio, value $6,360,717.

    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 139,179 shares
    Change vs previous 13F -6 shares

    0.57% of the 13F portfolio, value $6,346,827.

    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 139,185 shares
    Change vs previous 13F -2,983 shares

    0.56% of the 13F portfolio, value $6,115,135.

    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 142,168 shares
    Change vs previous 13F -961 shares

    0.58% of the 13F portfolio, value $6,070,574.

    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 143,129 shares
    Change vs previous 13F -3,461 shares

    0.63% of the 13F portfolio, value $6,032,887.

    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 146,590 shares
    Change vs previous 13F -1,421 shares

    0.64% of the 13F portfolio, value $5,623,192.

    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 148,011 shares
    Change vs previous 13F -2,019 shares

    0.63% of the 13F portfolio, value $5,174,465.

    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 150,030 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $5,760,552.

    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).