ALLEN WEALTH MANAGEMENT, LLC: DOW position timeline

ALLEN WEALTH MANAGEMENT, LLC held 0 DOW shares at 2025-09-30 per its 13F-HR filed 2025-10-22.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -20,657 shares

   13F-HR 0001172661-25-004371 filed by ALLEN WEALTH MANAGEMENT, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 20,657 shares

   Change vs previous 13F -13,098 shares

   0.38% of the 13F portfolio, value $546,985.

   13F-HR 0001172661-25-002706 filed by ALLEN WEALTH MANAGEMENT, LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 33,755 shares

   Change vs previous 13F -898 shares

   0.81% of the 13F portfolio, value $1,178,742.

   13F-HR 0001172661-25-001779 filed by ALLEN WEALTH MANAGEMENT, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 34,653 shares

   Change vs previous 13F -1,528 shares

   1% of the 13F portfolio, value $1,390,625.

   13F-HR 0001172661-25-000716 filed by ALLEN WEALTH MANAGEMENT, LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 36,181 shares

   Change vs previous 13F not available

   1.37% of the 13F portfolio, value $1,976,562.

   13F-HR 0001172661-24-004398 filed by ALLEN WEALTH MANAGEMENT, LLC
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).