Skip to content
Disclosery

Allen Capital Group, LLC: SCHW position timeline

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

Allen Capital Group, LLC held 115,181 SCHW 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 115,181 shares
    Change vs previous 13F +2,570 shares

    0.87% of the 13F portfolio, value $10,627,719.

    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 112,611 shares
    Change vs previous 13F +4,276 shares

    0.95% of the 13F portfolio, value $10,583,226.

    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 108,335 shares
    Change vs previous 13F +3,099 shares

    1% of the 13F portfolio, value $10,823,790.

    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 105,236 shares
    Change vs previous 13F +6,968 shares

    0.96% of the 13F portfolio, value $10,046,844.

    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 98,268 shares
    Change vs previous 13F +7,754 shares

    0.93% of the 13F portfolio, value $8,965,960.

    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 90,514 shares
    Change vs previous 13F +13,479 shares

    0.81% of the 13F portfolio, value $7,085,460.

    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 77,035 shares
    Change vs previous 13F +6,067 shares

    0.7% of the 13F portfolio, value $5,701,337.

    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 70,968 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,599,445.

    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).