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Disclosery

Allen Capital Group, LLC: JEPI position timeline

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

Allen Capital Group, LLC held 216,664 JEPI 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 216,664 shares
    Change vs previous 13F -28,148 shares

    1% of the 13F portfolio, value $12,237,207.

    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 244,812 shares
    Change vs previous 13F +6,639 shares

    1.25% of the 13F portfolio, value $13,875,929.

    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 238,173 shares
    Change vs previous 13F -3,094 shares

    1.25% of the 13F portfolio, value $13,633,010.

    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 241,267 shares
    Change vs previous 13F -13,030 shares

    1.32% of the 13F portfolio, value $13,776,344.

    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 254,297 shares
    Change vs previous 13F +14,654 shares

    1.51% of the 13F portfolio, value $14,456,787.

    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 239,643 shares
    Change vs previous 13F +35,773 shares

    1.57% of the 13F portfolio, value $13,693,205.

    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 203,870 shares
    Change vs previous 13F +11,633 shares

    1.44% of the 13F portfolio, value $11,728,641.

    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 192,237 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $11,440,024.

    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).