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Disclosery

Allen Capital Group, LLC: SCHA position timeline

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

Allen Capital Group, LLC held 96,705 SCHA 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 96,705 shares
    Change vs previous 13F +13,184 shares

    0.29% of the 13F portfolio, value $3,493,948.

    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 83,521 shares
    Change vs previous 13F +3,826 shares

    0.22% of the 13F portfolio, value $2,428,795.

    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 79,695 shares
    Change vs previous 13F +5,384 shares

    0.21% of the 13F portfolio, value $2,269,708.

    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 74,311 shares
    Change vs previous 13F +7,005 shares

    0.2% of the 13F portfolio, value $2,073,286.

    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 67,306 shares
    Change vs previous 13F +621 shares

    0.18% of the 13F portfolio, value $1,702,845.

    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 66,685 shares
    Change vs previous 13F +5,660 shares

    0.18% of the 13F portfolio, value $1,562,422.

    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 61,025 shares
    Change vs previous 13F +30,908 shares

    0.19% of the 13F portfolio, value $1,578,110.

    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 30,117 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,551,016.

    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).