Allen Capital Group, LLC

Position in PM — Philip Morris International Inc.

CIK 1601384 GRAND ISLAND, NE

Position in PM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$965,154

+$196,820 QoQ

Shares Held

5,335

+14.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,444

of 2,919 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Allen Capital Group, LLC holds $1,600,688 across 2 Tobacco names. PM ranks #1 (60.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc. This page	5,335	$965,154
2	MO	Altria Group, Inc.	8,833	$635,534

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$965,154	5,335	+14.8%	Shares	Sole	2026-07-27
2026-03-31	$768,334	4,647	+8.9%	Shares	Sole	2026-05-27
2025-12-31	$684,426	4,267	-7.3%	Shares	Sole	2026-02-09
2025-09-30	$746,444	4,602	-7.9%	Shares	Sole	2025-10-27
2025-06-30	$910,103	4,997	+28.3%	Shares	Sole	2025-08-12
2025-03-31	$618,094	3,894	+4.3%	Shares	Sole	2025-05-02
2024-12-31	$449,507	3,735	+24.7%	Shares	Sole	2025-01-23
2024-09-30	$363,593	2,995	+34.1%	Shares	Sole	2024-11-12
2024-06-30	$226,371	2,234	-9.9%	Shares	Sole	2024-08-12
2022-06-30	$244,875	2,480	+4.3%	Shares	Sole	2022-07-27
2022-03-31	$223,295	2,377	+0.3%	Shares	Sole	2022-05-10
2021-12-31	$225,245	2,371	-10.1%	Shares	Sole	2022-01-31
2021-09-30	$250,056	2,638	+0.4%	Shares	Sole	2021-10-22
2021-06-30	$260,461	2,628	-38.0%	Shares	Sole	2021-07-20
2021-03-31	$376,435	4,242	-1.6%	Shares	Sole	2021-04-29
2020-12-31	$356,907	4,311	-4.4%	Shares	Sole	2021-01-19
2020-09-30	$338,204	4,510	+6.8%	Shares	Sole	2020-10-20
2020-06-30	$295,863	4,223	+0.3%	Shares	Sole	2020-08-05
2020-03-31	$307,234	4,211	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.