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Disclosery

Allen Capital Group, LLC: SPYM position timeline

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

Allen Capital Group, LLC held 903,307 SPYM 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 903,307 shares
    Change vs previous 13F +19,118 shares

    6.51% of the 13F portfolio, value $79,382,577.

    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 884,189 shares
    Change vs previous 13F -4,159 shares

    6.1% of the 13F portfolio, value $67,675,829.

    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 888,348 shares
    Change vs previous 13F -19,314 shares

    6.56% of the 13F portfolio, value $71,263,238.

    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 907,662 shares
    Change vs previous 13F -20,060 shares

    6.79% of the 13F portfolio, value $71,106,250.

    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 927,722 shares
    Change vs previous 13F +7,388 shares

    7.03% of the 13F portfolio, value $67,436,135.

    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 920,334 shares
    Change vs previous 13F -10,024 shares

    6.94% of the 13F portfolio, value $60,521,162.

    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 930,358 shares
    Change vs previous 13F -13,307 shares

    7.86% of the 13F portfolio, value $64,138,893.

    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 943,665 shares
    Change vs previous 13F not available

    8.08% of the 13F portfolio, value $63,706,839.

    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).