Position in ALL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$331,926
+$117,934 QoQ
Shares Held
1,395
+31.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,183
of 1,742 holders
Holding Since
Jun 2020
21 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, 2026B. Riley Wealth Advisors, Inc. holds $4,576,413 across 5 Insurance - Property & Casualty names. ALL ranks #4 (7.3% of the industry book) .
All Filings in ALL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,926 | 1,395 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $213,992 | 1,063 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $608,638 | 3,157 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $593,794 | 3,131 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $550,028 | 3,445 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $682,524 | 3,945 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $430,018 | 3,072 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $439,512 | 3,945 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $3,241,104 | 29,724 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $508,174 | 4,586 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $589,453 | 4,347 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $689,645 | 5,538 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $667,485 | 5,267 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $735,070 | 5,307 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $401,421 | 3,412 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $446,603 | 3,508 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $374,754 | 2,873 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $353,547 | 3,077 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $282,739 | 2,572 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $210,402 | 2,235 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $229,575 | 2,367 | Shares | Other | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||