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Allen Wealth Management, LLCETFConcentrated trader

CIK: 0002012003 | Boone, NC

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR52$205.2M2026-10-29SEC ↗
Q2 2026
13F-HR60$205.4M2026-07-24SEC ↗
Q1 2026
13F-HR59$199.8M2026-05-08SEC ↗
Q4 2025
13F-HR60$166.2M2026-01-23SEC ↗
Q3 2025
13F-HR57$147.5M2025-10-22SEC ↗
Q2 2025
13F-HR59$143.0M2025-07-24SEC ↗
Q1 2025
13F-HR61$145.2M2025-05-13SEC ↗
Q4 2024
13F-HR59$139.6M2025-02-12SEC ↗
Q3 2024
13F-HR59$144.2M2024-10-29SEC ↗
Q2 2024
13F-HR58$112.3M2024-07-19SEC ↗
Q1 2024
13F-HR57$113.4M2024-05-01SEC ↗
Q4 2023
13F-HR52$102.1M2024-02-14SEC ↗