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Disclosery

Allen Capital Group, LLC: MSFT position timeline

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

Allen Capital Group, LLC held 31,240 MSFT 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 31,240 shares
    Change vs previous 13F -647 shares

    0.96% of the 13F portfolio, value $11,653,300.

    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 31,887 shares
    Change vs previous 13F +172 shares

    1.06% of the 13F portfolio, value $11,803,522.

    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 31,715 shares
    Change vs previous 13F +1,618 shares

    1.41% of the 13F portfolio, value $15,338,057.

    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 30,097 shares
    Change vs previous 13F -675 shares

    1.49% of the 13F portfolio, value $15,588,498.

    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 30,772 shares
    Change vs previous 13F +3,410 shares

    1.59% of the 13F portfolio, value $15,306,071.

    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 27,362 shares
    Change vs previous 13F +4,191 shares

    1.18% of the 13F portfolio, value $10,271,388.

    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 23,171 shares
    Change vs previous 13F +1,541 shares

    1.2% of the 13F portfolio, value $9,766,513.

    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 21,630 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $9,307,362.

    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).