• 13F History

Allen Capital Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$816M
Signature - Title
Mark Allen - Chief Compliance Officer
Location
Grand Island, NE
Summary
This page shows a list of all the recent 13F filings made by Allen Capital Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Allen Capital Group, LLC reported 219 stock holdings with total value $816M as of Q4 2024. Top holdings included SPLG, FIXD, BRKB, DSTL, and IQLT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 219 $816M +$87.7M -$28.4M +$59.3M SPLG, FIXD, BRKB, DSTL, IQLT 13F-HR 1/23/2025, 09:46 AM
Q3 2024 221 $789M +$50.4M -$19.4M +$31M SPLG, FIXD, IQLT, BRKB, DSTL 13F-HR 11/12/2024, 09:45 AM
Q2 2024 212 $710M +$38.6M -$14.5M +$24.1M SPLG, FIXD, IQLT, BRKB, DSTL 13F-HR 8/12/2024, 12:12 PM
Q1 2024 201 $689M +$73.6M -$23.9M +$49.6M SPLG, FIXD, BRKB, IQLT, DSTL 13F-HR 4/15/2024, 10:19 AM
Q4 2023 176 $604M +$43.8M -$30.9M +$13M SPLG, FIXD, IQLT, BRKB, DSTL 13F-HR 1/30/2024, 10:32 AM
Q3 2023 179 $542M +$53.2M -$50.3M +$2.88M SPLG, FIXD, BRKB, IQLT, DSTL 13F-HR 11/1/2023, 11:17 AM
Q2 2023 172 $559M +$46.4M -$21.1M +$25.3M SPLG, FIXD, IQLT, BRKB, FAUG 13F-HR 7/24/2023, 08:45 AM
Q1 2023 172 $525M +$511M -$14.7M +$496M SPLG, FIXD, IQLT, BRKB, JAAA 13F-HR 4/28/2023, 09:36 AM
Q4 2022 32 $84.3M +$73.7M -$22.1M +$51.6M AGG, VEU, GSLC, TDTF, STPZ 13F-HR 2/3/2023, 12:08 PM
Q3 2022 157 $432M SPLG, JPST, FIXD, IQLT, BRKB 13F-HR 11/9/2022, 09:37 AM
Q2 2022 157 $489M SPLG, JPST, FIXD, IQLT, SJNK 13F-HR 7/27/2022, 10:53 AM
Q1 2022 166 $521M BRKB, USMV, SPLG, JPST, FIXD 13F-HR 5/10/2022, 09:50 AM
Q4 2021 165 $618M SPY, JPST, USMV, FIXD, SPLG New Holdings 1/31/2022, 09:07 AM
Q4 2021 164 $565M +$71.3M -$19.3M +$52M JPST, USMV, FIXD, SPLG, BRKB 13F-HR 1/25/2022, 05:44 AM
Q3 2021 153 $490M $0 $0 JPST, FIXD, USMV, SPLG, BRKB 13F-HR 10/22/2021, 09:08 AM
Q2 2021 151 $488M $0 $0 JPST, USMV, FIXD, SPLG, BRKB 13F-HR 7/20/2021, 11:53 AM
Q1 2021 149 $445M $0 $0 JPST, FIXD, USMV, SPLG, BRKB 13F-HR 4/29/2021, 02:24 PM
Q4 2020 140 $407M JPST, USMV, SPLG, FIXD, BRKB 13F-HR 1/19/2021, 12:25 PM
Q3 2020 136 $392M JPST, USMV, SPLG, FIXD, BRKB 13F-HR 10/20/2020, 11:10 AM
Q2 2020 126 $372M JPST, SPLG, USMV, SJNK, SPTS 13F-HR 8/5/2020, 09:17 AM
Q1 2020 122 $323M JPST, SPLG, SJNK, USMV, SPTS 13F-HR 4/15/2020, 01:04 PM
Q4 2019 134 $373M JPST, SPLG, NOBL, SPTS, SCHO 13F-HR 1/22/2020, 12:43 PM
Q3 2019 127 $321M JPST, SPLG, NOBL, SPTS, SCHO 13F-HR 10/22/2019, 12:32 PM
Q2 2019 120 $306M SCHX, JPST, SCHO, NOBL, BSJL 13F-HR 7/22/2019, 09:03 AM
Q1 2019 115 $299M SCHX, JPST, SCHO, BSJL, NOBL 13F-HR 4/30/2019, 01:18 PM
Q4 2018 112 $280M SCHX, JPST, SCHO, BSJL, NOBL 13F-HR 1/29/2019, 01:03 PM
Q3 2018 127 $297M SCHX, NOBL, BSJK, SCHO, BSJL 13F-HR 10/22/2018, 01:03 PM
Q2 2018 122 $268M SCHX, BSJK, BSJJ, NOBL, SCHO 13F-HR 7/27/2018, 09:04 AM
Q1 2018 113 $256M SCHX, NOBL, BSJKXXXX, BSJJXXXX, BSJLXXXX 13F-HR 5/1/2018, 09:51 AM
Q4 2017 113 $230M SCHX, NOBL, BSJJXXXX, BSJKXXXX, BBVA 13F-HR 2/12/2018, 02:32 PM