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Disclosery

Allen Capital Group, LLC: PHYS position timeline

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

Allen Capital Group, LLC held 8,658 PHYS 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 8,658 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $261,212.

    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 8,658 shares
    Change vs previous 13F -4,758 shares

    0.03% of the 13F portfolio, value $306,840.

    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 13,416 shares
    Change vs previous 13F +6,629 shares

    0.04% of the 13F portfolio, value $442,996.

    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 6,787 shares
    Change vs previous 13F -1,171 shares

    0.02% of the 13F portfolio, value $201,031.

    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 7,958 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $201,735.

    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).