• 13F History

Bruce G. Allen Investments, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$126M
Signature - Title
Bruce G Allen - President
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by Bruce G. Allen Investments, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bruce G. Allen Investments, LLC reported 1087 stock holdings with total value $126M as of Q1 2025. Top holdings included EFV, VTV, FNDF, FNDX, and SCHD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 1,087 $126M +$4.42M -$6.5M -$2.08M EFV, VTV, FNDF, FNDX, SCHD 13F-HR 4/14/2025, 05:20 PM
Q4 2024 1,088 $123M +$15.3M -$4.87M +$10.4M EFV, VTV, FNDX, SCHD, FNDF 13F-HR 1/10/2025, 03:14 PM
Q3 2024 1,115 $129M +$4.74M -$3.95M +$791K EFV, VTV, FNDF, FNDX, SCHD 13F-HR 10/8/2024, 11:17 AM
Q2 2024 986 $119M +$2.6M -$3.91M -$1.31M EFV, VTV, FNDF, FNDX, SCHD 13F-HR 7/12/2024, 05:01 PM
Q1 2024 958 $122M +$8.59M -$3.56M +$5.03M EFV, VTV, FNDF, FNDX, SCHD 13F-HR 4/10/2024, 12:29 PM
Q4 2023 1,007 $110M EFV, VTV, SCHD, FNDX, FNDF 13F-HR 1/10/2024, 06:09 PM