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Disclosery

Allen Capital Group, LLC: JEPQ position timeline

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

Allen Capital Group, LLC held 11,503 JEPQ 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 11,503 shares
    Change vs previous 13F +1,738 shares

    0.06% of the 13F portfolio, value $706,974.

    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 9,765 shares
    Change vs previous 13F +624 shares

    0.05% of the 13F portfolio, value $542,153.

    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 9,141 shares
    Change vs previous 13F +489 shares

    0.05% of the 13F portfolio, value $531,275.

    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 8,652 shares
    Change vs previous 13F +1,361 shares

    0.05% of the 13F portfolio, value $497,663.

    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 7,291 shares
    Change vs previous 13F +148 shares

    0.04% of the 13F portfolio, value $396,630.

    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 7,143 shares
    Change vs previous 13F +3,383 shares

    0.04% of the 13F portfolio, value $369,865.

    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 3,760 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $211,989.

    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).