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Disclosery

Allen Capital Group, LLC: IVV position timeline

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

Allen Capital Group, LLC held 10,418 IVV 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 10,418 shares
    Change vs previous 13F +78 shares

    0.64% of the 13F portfolio, value $7,802,226.

    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 10,340 shares
    Change vs previous 13F +22 shares

    0.61% of the 13F portfolio, value $6,754,411.

    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 10,318 shares
    Change vs previous 13F -176 shares

    0.65% of the 13F portfolio, value $7,067,405.

    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 10,494 shares
    Change vs previous 13F +122 shares

    0.67% of the 13F portfolio, value $7,023,778.

    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 10,372 shares
    Change vs previous 13F +3 shares

    0.67% of the 13F portfolio, value $6,440,073.

    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 10,369 shares
    Change vs previous 13F +1,875 shares

    0.67% of the 13F portfolio, value $5,826,396.

    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 8,494 shares
    Change vs previous 13F -2 shares

    0.61% of the 13F portfolio, value $5,000,248.

    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 8,496 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $4,900,663.

    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).