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Disclosery

Allen Capital Group, LLC: IBD position timeline

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

Allen Capital Group, LLC held 53,281 IBD 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 53,281 shares
    Change vs previous 13F -4,970 shares

    0.1% of the 13F portfolio, value $1,266,489.

    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 58,251 shares
    Change vs previous 13F +149 shares

    0.13% of the 13F portfolio, value $1,389,694.

    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 58,102 shares
    Change vs previous 13F +14,454 shares

    0.13% of the 13F portfolio, value $1,406,068.

    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 43,648 shares
    Change vs previous 13F +18,537 shares

    0.1% of the 13F portfolio, value $1,054,099.

    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 25,111 shares
    Change vs previous 13F +3,677 shares

    0.06% of the 13F portfolio, value $602,915.

    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 21,434 shares
    Change vs previous 13F +250 shares

    0.06% of the 13F portfolio, value $509,058.

    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 21,184 shares
    Change vs previous 13F +246 shares

    0.06% of the 13F portfolio, value $496,553.

    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 20,938 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $504,187.

    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).