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Allen Wealth Management, LLC

SEC CIK
0002012003
Latest filing
Jul 24, 2026

SON holding history

Sonoco Products Co 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.

SON overviewAll 13F holders of SONFull Q2 2026 holdings

Shares (Q2 2026)
36,227
Value
$2.04M
% of portfolio
1.0%
Quarters held
4
Since Q3 2025
Holdings of SON by Allen Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,227$2.04M1.0%−1,205−3.2%ReducedHolders
Q1 202637,432$2.02M1.0%+4,629+14.1%AddedHolders
Q4 202532,803$1.43M0.9%−1,744−5.0%ReducedHolders
Q3 202534,547$1.49M1.0%+34,547NewHolders