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Disclosery

Allen Capital Group, LLC: O position timeline

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

Allen Capital Group, LLC held 20,019 O 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 20,019 shares
    Change vs previous 13F -100 shares

    0.1% of the 13F portfolio, value $1,240,377.

    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 20,119 shares
    Change vs previous 13F +238 shares

    0.11% of the 13F portfolio, value $1,230,857.

    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 19,881 shares
    Change vs previous 13F +3,197 shares

    0.1% of the 13F portfolio, value $1,120,707.

    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 16,684 shares
    Change vs previous 13F -472 shares

    0.1% of the 13F portfolio, value $1,014,209.

    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 17,156 shares
    Change vs previous 13F +632 shares

    0.1% of the 13F portfolio, value $988,381.

    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 16,524 shares
    Change vs previous 13F +608 shares

    0.11% of the 13F portfolio, value $958,555.

    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 15,916 shares
    Change vs previous 13F -1,041 shares

    0.1% of the 13F portfolio, value $850,074.

    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 16,957 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,075,413.

    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).