Filer · Institutional
ALLEN WEALTH MANAGEMENT,LLC
CIK 0002012003TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001172661-26-001632 · filed 2026-05-08
59
positions
Q4 202513F-HR
0001172661-26-000286 · filed 2026-01-23
60
positions
Q3 202513F-HR
0001172661-25-004371 · filed 2025-10-22
57
positions
Q2 202513F-HR
0001172661-25-002706 · filed 2025-07-24
59
positions
Q1 202513F-HR
0001172661-25-001779 · filed 2025-05-13
61
positions
Q4 202413F-HR
0001172661-25-000716 · filed 2025-02-12
59
positions
Q3 202413F-HR
0001172661-24-004398 · filed 2024-10-29
59
positions
Q2 202413F-HR
0001172661-24-002838 · filed 2024-07-19
58
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.