13F Filings History of Bruce G. Allen Investments, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$147,849,834
Signature - Title
Lindsay Marie Rider - Compliance Consultant
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 1080 stock holdings with total value $147,849,834 as of Q4 2025. Top holdings included EFV, VTV, SCHD, FNDF, and FNDX.

Notify me when Bruce G. Allen Investments, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 1,080 $147,849,834 +$8,296,211 -$4,567,944 +$3,728,267 EFV, VTV, SCHD, FNDF, FNDX 13F-HR 10 Feb 2026, 14:46
Q3 2025 1,079 $139,601,603 +$1,984,482 -$2,692,773 -$708,291 EFV, VTV, FNDF, FNDX, SCHD 13F-HR 30 Oct 2025, 10:44
Q2 2025 1,078 $131,912,958 +$4,332,151 -$3,649,548 +$682,603 EFV, VTV, FNDF, FNDX, SCHD 13F-HR 09 Jul 2025, 16:36
Q1 2025 1,087 $126,297,315 +$4,420,590 -$6,496,123 -$2,075,533 EFV, VTV, FNDF, FNDX, SCHD 13F-HR 14 Apr 2025, 17:20
Q4 2024 1,088 $123,227,529 +$15,282,715 -$4,870,414 +$10,412,301 EFV, VTV, FNDX, SCHD, FNDF 13F-HR 10 Jan 2025, 15:14
Q3 2024 1,115 $128,765,494 +$4,742,917 -$3,951,844 +$791,073 EFV, VTV, FNDF, FNDX, SCHD 13F-HR 08 Oct 2024, 11:17
Q2 2024 986 $118,939,113 +$2,604,760 -$3,911,598 -$1,306,838 EFV, VTV, FNDF, FNDX, SCHD 13F-HR 12 Jul 2024, 17:01
Q1 2024 959 $121,617,858 +$8,591,074 -$3,556,184 +$5,034,890 EFV, VTV, FNDF, FNDX, SCHD 13F-HR 10 Apr 2024, 12:29
Q4 2023 1,008 $109,822,976 $0 $0 $0 EFV, VTV, SCHD, FNDX, FNDF 13F-HR 10 Jan 2024, 18:09