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Disclosery

Charles Schwab Trust Co: ALLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on ALLO, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 2,274,363 ALLO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,274,363 shares
    Change vs previous 13F +877,830 shares

    <0.01% of the 13F portfolio, value $4,730,675.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,396,533 shares
    Change vs previous 13F +40,724 shares

    <0.01% of the 13F portfolio, value $3,407,541.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,355,809 shares
    Change vs previous 13F +190,529 shares

    <0.01% of the 13F portfolio, value $1,857,458.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,165,280 shares
    Change vs previous 13F -67,255 shares

    <0.01% of the 13F portfolio, value $1,444,947.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,232,535 shares
    Change vs previous 13F +76,691 shares

    <0.01% of the 13F portfolio, value $1,392,765.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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/A 1,155,844 shares
    Change vs previous 13F -32,994 shares

    <0.01% of the 13F portfolio, value $1,687,532.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,188,838 shares
    Change vs previous 13F +9,990 shares

    <0.01% of the 13F portfolio, value $2,532,225.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,178,848 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,300,774.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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