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Disclosery

Allen Capital Group, LLC: SCHV position timeline

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

Allen Capital Group, LLC held 134,472 SCHV 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 134,472 shares
    Change vs previous 13F +17,594 shares

    0.38% of the 13F portfolio, value $4,680,956.

    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 116,878 shares
    Change vs previous 13F +3,057 shares

    0.32% of the 13F portfolio, value $3,564,766.

    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 113,821 shares
    Change vs previous 13F +9,755 shares

    0.31% of the 13F portfolio, value $3,370,227.

    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 104,066 shares
    Change vs previous 13F +11,082 shares

    0.29% of the 13F portfolio, value $3,029,369.

    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 92,984 shares
    Change vs previous 13F +5,101 shares

    0.27% of the 13F portfolio, value $2,572,875.

    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 87,883 shares
    Change vs previous 13F +948 shares

    0.27% of the 13F portfolio, value $2,335,937.

    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 86,935 shares
    Change vs previous 13F +57,966 shares

    0.28% of the 13F portfolio, value $2,266,403.

    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 28,969 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,328,261.

    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).