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Disclosery

ALLEN OPERATIONS LLC: IWB position timeline

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

ALLEN OPERATIONS LLC held 71,104 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,104 shares
    Change vs previous 13F -2,888 shares

    0.35% of the 13F portfolio, value $29,119,932.

    13F-HR 0001214659-26-009633 filed by Allen Investment 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 73,992 shares
    Change vs previous 13F -3,800 shares

    0.33% of the 13F portfolio, value $26,398,866.

    13F-HR 0001214659-26-005739 filed by Allen Investment 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 77,792 shares
    Change vs previous 13F -5,662 shares

    0.32% of the 13F portfolio, value $29,045,199.

    13F-HR 0001214659-26-001416 filed by Allen Investment 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 83,454 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $30,519,128.

    13F-HR 0001214659-25-015984 filed by Allen Investment 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 83,454 shares
    Change vs previous 13F -31 shares

    0.31% of the 13F portfolio, value $28,354,331.

    13F-HR 0001214659-25-011666 filed by Allen Investment 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 83,485 shares
    Change vs previous 13F +1,175 shares

    0.3% of the 13F portfolio, value $25,588,153.

    13F-HR 0001214659-25-007063 filed by Allen Investment 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 82,310 shares
    Change vs previous 13F -57 shares

    0.31% of the 13F portfolio, value $26,498,881.

    13F-HR 0001214659-25-002274 filed by Allen Investment 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 82,367 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $25,883,006.

    13F-HR 0001214659-24-018529 filed by Allen Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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