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Disclosery

Allen Capital Group, LLC: HD position timeline

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

Allen Capital Group, LLC held 27,400 HD 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 27,400 shares
    Change vs previous 13F +511 shares

    0.79% of the 13F portfolio, value $9,663,362.

    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 26,889 shares
    Change vs previous 13F +1,107 shares

    0.8% of the 13F portfolio, value $8,843,402.

    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 25,782 shares
    Change vs previous 13F +1,293 shares

    0.82% of the 13F portfolio, value $8,871,717.

    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 24,489 shares
    Change vs previous 13F +1,674 shares

    0.95% of the 13F portfolio, value $9,922,760.

    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 22,815 shares
    Change vs previous 13F +2,658 shares

    0.87% of the 13F portfolio, value $8,364,877.

    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 20,157 shares
    Change vs previous 13F +2,676 shares

    0.85% of the 13F portfolio, value $7,387,240.

    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 17,481 shares
    Change vs previous 13F +961 shares

    0.83% of the 13F portfolio, value $6,799,744.

    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 16,520 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $6,694,040.

    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).