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Disclosery

Allen Capital Group, LLC: SCHD position timeline

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

Allen Capital Group, LLC held 242,438 SCHD 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 242,438 shares
    Change vs previous 13F +13,813 shares

    0.63% of the 13F portfolio, value $7,687,723.

    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 228,625 shares
    Change vs previous 13F +12,270 shares

    0.63% of the 13F portfolio, value $7,014,220.

    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 216,355 shares
    Change vs previous 13F +24,074 shares

    0.55% of the 13F portfolio, value $5,934,606.

    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 192,281 shares
    Change vs previous 13F +31,561 shares

    0.5% of the 13F portfolio, value $5,249,266.

    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 160,720 shares
    Change vs previous 13F +66,346 shares

    0.44% of the 13F portfolio, value $4,259,072.

    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 94,374 shares
    Change vs previous 13F -495 shares

    0.3% of the 13F portfolio, value $2,638,684.

    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 94,869 shares
    Change vs previous 13F +63,752 shares

    0.32% of the 13F portfolio, value $2,591,827.

    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 31,117 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,630,340.

    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).