ALLEN OPERATIONS LLC: AYI position timeline

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

ALLEN OPERATIONS LLC held 354,630 AYI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 354,630 shares
Change vs previous 13F 0 shares
1.46% of the 13F portfolio, value $133,574,936.
13F-HR 0001214659-26-009634 filed by ALLEN OPERATIONS LLC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Allen Investment Management, LLC: 10,530 shares
- ALLEN OPERATIONS LLC: 344,100 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 354,630 shares
Change vs previous 13F 0 shares
1.13% of the 13F portfolio, value $99,374,419.
13F-HR 0001214659-26-005741 filed by ALLEN OPERATIONS LLC
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Allen Investment Management, LLC: 10,530 shares
- ALLEN OPERATIONS LLC: 344,100 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 354,630 shares
Change vs previous 13F 0 shares
1.3% of the 13F portfolio, value $127,680,985.
13F-HR 0001214659-26-001418 filed by ALLEN OPERATIONS LLC
Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Allen Investment Management, LLC: 10,530 shares
- ALLEN OPERATIONS LLC: 344,100 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 354,630 shares
Change vs previous 13F 0 shares
1.24% of the 13F portfolio, value $122,131,026.
13F-HR 0001214659-25-015987 filed by ALLEN OPERATIONS LLC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Allen Investment Management, LLC: 10,530 shares
- ALLEN OPERATIONS LLC: 344,100 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 354,630 shares
Change vs previous 13F 0 shares
1.07% of the 13F portfolio, value $105,800,314.
13F-HR 0001214659-25-011667 filed by ALLEN OPERATIONS LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Allen Investment Management, LLC: 10,530 shares
- ALLEN OPERATIONS LLC: 344,100 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 354,630 shares
Change vs previous 13F 0 shares
1.02% of the 13F portfolio, value $93,391,811.
13F-HR 0001214659-25-007067 filed by ALLEN OPERATIONS LLC
Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Allen Investment Management, LLC: 10,530 shares
- ALLEN OPERATIONS LLC: 344,100 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 354,630 shares
Change vs previous 13F 0 shares
1.11% of the 13F portfolio, value $103,598,062.
13F-HR 0001214659-25-002273 filed by ALLEN OPERATIONS LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Allen Investment Management, LLC: 10,530 shares
- ALLEN OPERATIONS LLC: 344,100 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 354,630 shares
Change vs previous 13F not available
1.08% of the 13F portfolio, value $97,661,556.
13F-HR 0001214659-24-018528 filed by ALLEN OPERATIONS LLC
Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Allen Investment Management, LLC: 10,530 shares
- ALLEN OPERATIONS LLC: 344,100 shares
Acceptance time not in the bulk data set (spec §4.2).