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Disclosery

Allen Capital Group, LLC: SWK position timeline

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

Allen Capital Group, LLC held 45,652 SWK 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 45,652 shares
    Change vs previous 13F +1,425 shares

    0.35% of the 13F portfolio, value $4,296,766.

    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 44,227 shares
    Change vs previous 13F +2,823 shares

    0.28% of the 13F portfolio, value $3,142,771.

    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 41,404 shares
    Change vs previous 13F +434 shares

    0.28% of the 13F portfolio, value $3,075,489.

    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 40,970 shares
    Change vs previous 13F +4,633 shares

    0.29% of the 13F portfolio, value $3,045,300.

    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 36,337 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,461,832.

    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).