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Allen Capital Group, LLC: IQLT position timeline

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

Allen Capital Group, LLC held 1,053,465 IQLT 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 1,053,465 shares
    Change vs previous 13F +36,819 shares

    4.28% of the 13F portfolio, value $52,199,185.

    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 1,016,646 shares
    Change vs previous 13F +6,226 shares

    4.23% of the 13F portfolio, value $46,999,522.

    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 1,010,420 shares
    Change vs previous 13F -7,019 shares

    4.22% of the 13F portfolio, value $45,923,567.

    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 1,017,439 shares
    Change vs previous 13F +10,426 shares

    4.29% of the 13F portfolio, value $44,960,618.

    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 1,007,013 shares
    Change vs previous 13F +19,956 shares

    4.53% of the 13F portfolio, value $43,523,090.

    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 987,057 shares
    Change vs previous 13F +5,839 shares

    4.49% of the 13F portfolio, value $39,176,287.

    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 981,218 shares
    Change vs previous 13F -125,497 shares

    4.46% of the 13F portfolio, value $36,422,807.

    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 1,106,715 shares
    Change vs previous 13F not available

    5.82% of the 13F portfolio, value $45,917,618.

    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).