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Allen Wealth Management, LLC

SEC CIK
0002012003
Latest filing
Jul 24, 2026

MET holding history

Metlife Inc in every 13F filed by Allen Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MET overviewAll 13F holders of METFull Q2 2026 holdings

Shares (Q2 2026)
2,830
Value
$239.4K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of MET by Allen Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,830$239.4K0.1%−936−24.9%ReducedHolders
Q1 20263,766$266.4K0.1%−198−5.0%ReducedHolders
Q4 20253,964$313.0K0.2%+10.0%AddedHolders
Q3 20253,963$326.5K0.2%−368−8.5%ReducedHolders
Q2 20254,331$348.3K0.2%−497−10.3%ReducedHolders
Q1 20254,828$387.7K0.3%−74−1.5%ReducedHolders
Q4 20244,902$401.4K0.3%+10.0%AddedHolders
Q3 20244,901$404.2K0.3%−498−9.2%ReducedHolders
Q2 20245,399$379.0K0.3%−20−0.4%ReducedHolders
Q1 20245,419$401.6K0.4%−548−9.2%ReducedHolders
Q4 20235,967$394.6K0.4%–No prior filingHolders