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Disclosery

Allen Capital Group, LLC: FIXD position timeline

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

Allen Capital Group, LLC held 11,624 FIXD 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 11,624 shares
    Change vs previous 13F -3,319 shares

    0.04% of the 13F portfolio, value $506,923.

    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 14,943 shares
    Change vs previous 13F -3,382 shares

    0.06% of the 13F portfolio, value $651,365.

    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 18,325 shares
    Change vs previous 13F -1,601 shares

    0.07% of the 13F portfolio, value $812,164.

    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 19,926 shares
    Change vs previous 13F -10,095 shares

    0.08% of the 13F portfolio, value $885,113.

    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 30,021 shares
    Change vs previous 13F -1,327 shares

    0.14% of the 13F portfolio, value $1,317,622.

    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 31,348 shares
    Change vs previous 13F -1,307,272 shares

    0.16% of the 13F portfolio, value $1,374,296.

    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 1,338,620 shares
    Change vs previous 13F +84,052 shares

    7.04% of the 13F portfolio, value $57,520,489.

    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 1,254,568 shares
    Change vs previous 13F not available

    7.19% of the 13F portfolio, value $56,756,658.

    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).