Position in ALL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$345,964
-$14,600 QoQ
Shares Held
1,454
-16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,159
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, 2026Smith Salley Wealth Management holds $27,195,077 across 5 Insurance - Property & Casualty names. ALL ranks #5 (1.3% of the industry book) .
All Filings in ALL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,964 | 1,454 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $360,564 | 1,739 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $386,534 | 1,857 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $406,547 | 1,894 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $381,281 | 1,894 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $398,195 | 1,923 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $452,092 | 2,345 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $450,418 | 2,375 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $379,192 | 2,375 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $424,566 | 2,454 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $366,607 | 2,619 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $318,632 | 2,860 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $311,854 | 2,860 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $325,227 | 2,935 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $399,342 | 2,945 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $370,103 | 2,972 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $394,130 | 3,110 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $425,779 | 3,074 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $382,009 | 3,247 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $413,375 | 3,247 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $431,365 | 3,307 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $421,568 | 3,669 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $432,574 | 3,935 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $369,499 | 3,925 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $381,849 | 3,937 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $361,141 | 3,937 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||