Skip to content
Disclosery

Allen Capital Group, LLC: SCHX position timeline

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

Allen Capital Group, LLC held 530,430 SCHX 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 530,430 shares
    Change vs previous 13F +28,385 shares

    1.28% of the 13F portfolio, value $15,610,551.

    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 502,045 shares
    Change vs previous 13F -9,456 shares

    1.16% of the 13F portfolio, value $12,872,429.

    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 511,501 shares
    Change vs previous 13F -6,360 shares

    1.27% of the 13F portfolio, value $13,764,501.

    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 517,861 shares
    Change vs previous 13F +18,194 shares

    1.3% of the 13F portfolio, value $13,640,461.

    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 499,667 shares
    Change vs previous 13F -116 shares

    1.27% of the 13F portfolio, value $12,211,864.

    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 499,783 shares
    Change vs previous 13F -7,743 shares

    1.27% of the 13F portfolio, value $11,035,201.

    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 507,526 shares
    Change vs previous 13F +335,664 shares

    1.44% of the 13F portfolio, value $11,764,456.

    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 171,862 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $11,660,820.

    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).