Bruce G. Allen Investments, LLC: FNDA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bruce G. Allen Investments, LLC on FNDA, newest first. How the timeline and the estimate are built.
Bruce G. Allen Investments, LLC held 26,239 FNDA shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 26,239 sharesChange vs previous 13F +5,406 shares
0.64% of the 13F portfolio, value $998,654.
13F-HR 0001986152-26-000096 filed by Bruce G. Allen Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,833 sharesChange vs previous 13F +119 shares
0.44% of the 13F portfolio, value $675,621.
13F-HR 0001986152-26-000079 filed by Bruce G. Allen Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,714 sharesChange vs previous 13F +1,507 shares
0.44% of the 13F portfolio, value $652,700.
13F-HR 0001986152-26-000022 filed by Bruce G. Allen Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,207 sharesChange vs previous 13F -78 shares
0.43% of the 13F portfolio, value $598,487.
13F-HR 0002005409-25-000006 filed by Bruce G. Allen Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,285 sharesChange vs previous 13F +163 shares
0.42% of the 13F portfolio, value $552,511.
13F-HR 0002005409-25-000003 filed by Bruce G. Allen Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,122 sharesChange vs previous 13F +819 shares
0.41% of the 13F portfolio, value $523,760.
13F-HR 0002005409-25-000002 filed by Bruce G. Allen Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,303 sharesChange vs previous 13F +9,172 shares
0.44% of the 13F portfolio, value $543,595.
13F-HR 0002005409-25-000001 filed by Bruce G. Allen Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,131 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $543,918.
13F-HR 0002005409-24-000005 filed by Bruce G. Allen Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).