Skip to content
Disclosery

Allen Capital Group, LLC: MOAT position timeline

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

Allen Capital Group, LLC held 57,372 MOAT 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 57,372 shares
    Change vs previous 13F -1,584 shares

    0.49% of the 13F portfolio, value $5,964,348.

    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 58,956 shares
    Change vs previous 13F +665 shares

    0.51% of the 13F portfolio, value $5,701,003.

    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 58,291 shares
    Change vs previous 13F -2,965 shares

    0.56% of the 13F portfolio, value $6,036,571.

    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 61,256 shares
    Change vs previous 13F -2,324 shares

    0.58% of the 13F portfolio, value $6,071,039.

    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 63,580 shares
    Change vs previous 13F -9,139 shares

    0.62% of the 13F portfolio, value $5,963,127.

    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 72,719 shares
    Change vs previous 13F -23,222 shares

    0.73% of the 13F portfolio, value $6,399,234.

    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 95,941 shares
    Change vs previous 13F -2,692 shares

    1.09% of the 13F portfolio, value $8,896,145.

    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 98,633 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $9,562,427.

    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).