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ALLEN WEALTH MANAGEMENT, LLC: SON position timeline

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

ALLEN WEALTH MANAGEMENT, LLC held 36,227 SON 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 36,227 shares
    Change vs previous 13F -1,205 shares

    0.99% of the 13F portfolio, value $2,041,391.

    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 37,432 shares
    Change vs previous 13F +4,629 shares

    1.01% of the 13F portfolio, value $2,024,697.

    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 32,803 shares
    Change vs previous 13F -1,744 shares

    0.86% of the 13F portfolio, value $1,431,523.

    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 34,547 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,488,630.

    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).