Position in ALL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$35,691
+$4,590 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,572
of 1,742 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026ATWOOD & PALMER INC holds $164,846 across 5 Insurance - Property & Casualty names. ALL ranks #3 (21.7% of the industry book) .
All Filings in ALL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,691 | 150 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $31,101 | 150 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $31,222 | 150 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $32,197 | 150 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $30,196 | 150 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $31,060 | 150 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $38,558 | 200 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $37,930 | 200 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $31,932 | 200 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $34,602 | 200 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $27,996 | 200 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $22,282 | 200 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $21,808 | 200 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $22,162 | 200 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $27,120 | 200 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $24,906 | 200 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $25,346 | 200 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $34,627 | 250 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $29,412 | 250 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $31,827 | 250 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $32,610 | 250 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $48,832 | 425 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $46,720 | 425 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $40,009 | 425 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $41,220 | 425 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $41,461 | 452 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||