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Disclosery

Allen Capital Group, LLC: JMBS position timeline

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

Allen Capital Group, LLC held 324,391 JMBS 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 324,391 shares
    Change vs previous 13F +21,841 shares

    1.2% of the 13F portfolio, value $14,594,351.

    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 302,550 shares
    Change vs previous 13F +28,617 shares

    1.23% of the 13F portfolio, value $13,669,209.

    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 273,933 shares
    Change vs previous 13F +20,723 shares

    1.15% of the 13F portfolio, value $12,515,999.

    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 253,210 shares
    Change vs previous 13F +28,469 shares

    1.1% of the 13F portfolio, value $11,564,101.

    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 224,741 shares
    Change vs previous 13F +24,514 shares

    1.05% of the 13F portfolio, value $10,124,582.

    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 200,227 shares
    Change vs previous 13F +10,225 shares

    1.04% of the 13F portfolio, value $9,050,260.

    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 190,002 shares
    Change vs previous 13F +20,597 shares

    1.03% of the 13F portfolio, value $8,394,288.

    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 169,405 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $7,902,743.

    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).