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Disclosery

Allen Capital Group, LLC: SCHP position timeline

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

Allen Capital Group, LLC held 633,025 SCHP 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 633,025 shares
    Change vs previous 13F -678 shares

    1.38% of the 13F portfolio, value $16,775,149.

    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 633,703 shares
    Change vs previous 13F +50,834 shares

    1.52% of the 13F portfolio, value $16,862,850.

    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 582,869 shares
    Change vs previous 13F +26,593 shares

    1.42% of the 13F portfolio, value $15,440,213.

    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 556,276 shares
    Change vs previous 13F +43,277 shares

    1.43% of the 13F portfolio, value $14,991,643.

    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 512,999 shares
    Change vs previous 13F +117,336 shares

    1.43% of the 13F portfolio, value $13,686,805.

    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 395,663 shares
    Change vs previous 13F +11,035 shares

    1.22% of the 13F portfolio, value $10,639,374.

    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 384,628 shares
    Change vs previous 13F +207,497 shares

    1.22% of the 13F portfolio, value $9,934,932.

    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 177,131 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $9,499,542.

    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).