Skip to content
Disclosery

ALLEN WEALTH MANAGEMENT, LLC: FDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALLEN WEALTH MANAGEMENT, LLC on FDX, newest first. How the timeline and the estimate are built.

ALLEN WEALTH MANAGEMENT, LLC held 2,105 FDX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,105 shares
    Change vs previous 13F -100 shares

    0.32% of the 13F portfolio, value $659,139.

    13F-HR 0001172661-26-002791 filed by ALLEN WEALTH MANAGEMENT, 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 2,205 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $785,377.

    13F-HR 0001172661-26-001632 filed by ALLEN WEALTH MANAGEMENT, 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 2,205 shares
    Change vs previous 13F -34 shares

    0.38% of the 13F portfolio, value $636,936.

    13F-HR 0001172661-26-000286 filed by ALLEN WEALTH MANAGEMENT, 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 2,239 shares
    Change vs previous 13F -191 shares

    0.36% of the 13F portfolio, value $527,979.

    13F-HR 0001172661-25-004371 filed by ALLEN WEALTH MANAGEMENT, 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 2,430 shares
    Change vs previous 13F -100 shares

    0.39% of the 13F portfolio, value $552,363.

    13F-HR 0001172661-25-002706 filed by ALLEN WEALTH MANAGEMENT, 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 2,530 shares
    Change vs previous 13F -20 shares

    0.42% of the 13F portfolio, value $616,763.

    13F-HR 0001172661-25-001779 filed by ALLEN WEALTH MANAGEMENT, 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 2,550 shares
    Change vs previous 13F -5 shares

    0.51% of the 13F portfolio, value $717,392.

    13F-HR 0001172661-25-000716 filed by ALLEN WEALTH MANAGEMENT, 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 2,555 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $699,252.

    13F-HR 0001172661-24-004398 filed by ALLEN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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