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Disclosery

Allen Capital Group, LLC: IBM position timeline

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

Allen Capital Group, LLC held 5,045 IBM 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 5,045 shares
    Change vs previous 13F -309 shares

    0.12% of the 13F portfolio, value $1,418,795.

    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 5,354 shares
    Change vs previous 13F +33 shares

    0.12% of the 13F portfolio, value $1,297,806.

    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 5,321 shares
    Change vs previous 13F +229 shares

    0.14% of the 13F portfolio, value $1,576,157.

    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 5,092 shares
    Change vs previous 13F -155 shares

    0.14% of the 13F portfolio, value $1,436,755.

    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 5,247 shares
    Change vs previous 13F +56 shares

    0.16% of the 13F portfolio, value $1,546,667.

    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 5,191 shares
    Change vs previous 13F -17,826 shares

    0.15% of the 13F portfolio, value $1,290,729.

    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 23,017 shares
    Change vs previous 13F +771 shares

    0.62% of the 13F portfolio, value $5,059,749.

    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 22,246 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $4,918,037.

    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).