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Disclosery

Allen Capital Group, LLC: UL position timeline

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

Allen Capital Group, LLC held 92,870 UL 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 92,870 shares
    Change vs previous 13F +5,161 shares

    0.46% of the 13F portfolio, value $5,583,344.

    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 87,709 shares
    Change vs previous 13F +7,144 shares

    0.45% of the 13F portfolio, value $4,996,782.

    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 80,565 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $5,268,951.

    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).