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Disclosery

Allen Capital Group, LLC: WMT position timeline

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

Allen Capital Group, LLC held 20,107 WMT 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 20,107 shares
    Change vs previous 13F -8 shares

    0.19% of the 13F portfolio, value $2,277,292.

    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 20,115 shares
    Change vs previous 13F +507 shares

    0.23% of the 13F portfolio, value $2,499,903.

    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 19,608 shares
    Change vs previous 13F +306 shares

    0.2% of the 13F portfolio, value $2,184,548.

    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 19,302 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,989,283.

    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 19,302 shares
    Change vs previous 13F -38,064 shares

    0.2% of the 13F portfolio, value $1,887,350.

    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 57,366 shares
    Change vs previous 13F +5,111 shares

    0.58% of the 13F portfolio, value $5,036,182.

    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 52,255 shares
    Change vs previous 13F -3,716 shares

    0.58% of the 13F portfolio, value $4,721,272.

    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 55,971 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,519,688.

    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).