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Disclosery

Allen Capital Group, LLC: UITB position timeline

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

Allen Capital Group, LLC held 1,187,333 UITB 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 1,187,333 shares
    Change vs previous 13F +73,392 shares

    4.56% of the 13F portfolio, value $55,612,312.

    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 1,113,941 shares
    Change vs previous 13F +84,462 shares

    4.72% of the 13F portfolio, value $52,374,172.

    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 1,029,479 shares
    Change vs previous 13F +86,395 shares

    4.48% of the 13F portfolio, value $48,750,655.

    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 943,084 shares
    Change vs previous 13F +80,187 shares

    4.28% of the 13F portfolio, value $44,815,333.

    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 862,897 shares
    Change vs previous 13F +86,890 shares

    4.23% of the 13F portfolio, value $40,616,572.

    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 776,007 shares
    Change vs previous 13F +230,153 shares

    4.18% of the 13F portfolio, value $36,425,750.

    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 545,854 shares
    Change vs previous 13F +34,566 shares

    3.07% of the 13F portfolio, value $25,087,454.

    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 511,288 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $24,506,025.

    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).