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Disclosery

Allen Capital Group, LLC: SGOL position timeline

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

Allen Capital Group, LLC held 219,428 SGOL 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 219,428 shares
    Change vs previous 13F -243,770 shares

    0.69% of the 13F portfolio, value $8,388,732.

    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 463,198 shares
    Change vs previous 13F -1,047 shares

    1.86% of the 13F portfolio, value $20,667,895.

    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 464,245 shares
    Change vs previous 13F -123,169 shares

    1.75% of the 13F portfolio, value $19,071,185.

    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 587,414 shares
    Change vs previous 13F +9,732 shares

    2.06% of the 13F portfolio, value $21,622,709.

    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 577,682 shares
    Change vs previous 13F +4,957 shares

    1.9% of the 13F portfolio, value $18,220,090.

    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 572,725 shares
    Change vs previous 13F -2,671 shares

    1.96% of the 13F portfolio, value $17,078,660.

    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 575,396 shares
    Change vs previous 13F -41,584 shares

    1.77% of the 13F portfolio, value $14,413,670.

    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 616,980 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $15,504,707.

    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).