Bruce G. Allen Investments, LLC: ISMF position timeline

Bruce G. Allen Investments, LLC held 3,155 ISMF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,155 shares

   Change vs previous 13F 0 shares

   0.06% of the 13F portfolio, value $88,198.

   13F-HR 0001986152-26-000096 filed by Bruce G. Allen Investments, LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,155 shares

   Change vs previous 13F +216 shares

   0.06% of the 13F portfolio, value $86,095.

   13F-HR 0001986152-26-000079 filed by Bruce G. Allen Investments, LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,939 shares

   Change vs previous 13F -921 shares

   0.05% of the 13F portfolio, value $77,237.

   13F-HR 0001986152-26-000022 filed by Bruce G. Allen Investments, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,860 shares

   Change vs previous 13F +910 shares

   0.07% of the 13F portfolio, value $102,248.

   13F-HR 0002005409-25-000006 filed by Bruce G. Allen Investments, LLC
   Filed 2025-10-30 (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).

5. period ended2025-06-30

   13F 2,950 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $72,865.

   13F-HR 0002005409-25-000003 filed by Bruce G. Allen Investments, LLC
   Filed 2025-07-09 (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).