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Disclosery

Allen Capital Group, LLC: VYM position timeline

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

Allen Capital Group, LLC held 44,995 VYM 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 44,995 shares
    Change vs previous 13F +641 shares

    0.58% of the 13F portfolio, value $7,110,578.

    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 44,354 shares
    Change vs previous 13F +317 shares

    0.59% of the 13F portfolio, value $6,568,844.

    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 44,037 shares
    Change vs previous 13F -1,439 shares

    0.58% of the 13F portfolio, value $6,320,206.

    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 45,476 shares
    Change vs previous 13F -44 shares

    0.61% of the 13F portfolio, value $6,409,858.

    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 45,520 shares
    Change vs previous 13F -819 shares

    0.63% of the 13F portfolio, value $6,068,308.

    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 46,339 shares
    Change vs previous 13F -1,623 shares

    0.69% of the 13F portfolio, value $5,975,924.

    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 47,962 shares
    Change vs previous 13F +182 shares

    0.75% of the 13F portfolio, value $6,119,529.

    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 47,780 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $6,125,450.

    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).