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Disclosery

Allen Capital Group, LLC: HELO position timeline

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

Allen Capital Group, LLC held 17,278 HELO 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 17,278 shares
    Change vs previous 13F +255 shares

    0.1% of the 13F portfolio, value $1,167,647.

    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 17,023 shares
    Change vs previous 13F -33 shares

    0.1% of the 13F portfolio, value $1,087,940.

    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 17,056 shares
    Change vs previous 13F +1,287 shares

    0.1% of the 13F portfolio, value $1,133,030.

    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 15,769 shares
    Change vs previous 13F +2,964 shares

    0.1% of the 13F portfolio, value $1,024,985.

    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 12,805 shares
    Change vs previous 13F -24 shares

    0.08% of the 13F portfolio, value $801,337.

    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 12,829 shares
    Change vs previous 13F +7,393 shares

    0.09% of the 13F portfolio, value $765,635.

    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 5,436 shares
    Change vs previous 13F +684 shares

    0.04% of the 13F portfolio, value $337,249.

    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 4,752 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $290,537.

    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).