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Disclosery

Allen Capital Group, LLC: SCHG position timeline

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

Allen Capital Group, LLC held 121,529 SCHG 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 121,529 shares
    Change vs previous 13F +20,353 shares

    0.34% of the 13F portfolio, value $4,112,541.

    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 101,176 shares
    Change vs previous 13F +4,240 shares

    0.27% of the 13F portfolio, value $2,947,257.

    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 96,936 shares
    Change vs previous 13F +7,223 shares

    0.29% of the 13F portfolio, value $3,162,052.

    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 89,713 shares
    Change vs previous 13F +9,780 shares

    0.27% of the 13F portfolio, value $2,862,742.

    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 79,933 shares
    Change vs previous 13F +5,320 shares

    0.24% of the 13F portfolio, value $2,334,843.

    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 74,613 shares
    Change vs previous 13F +238 shares

    0.21% of the 13F portfolio, value $1,868,310.

    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 74,375 shares
    Change vs previous 13F +53,875 shares

    0.25% of the 13F portfolio, value $2,072,831.

    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 20,500 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,135,643.

    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).