Position in ALL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$372,614
+$54,555 QoQ
Shares Held
1,566
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,114
of 1,742 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 2%
Shared 2%
None 96%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $4,234,481 across 3 Insurance - Property & Casualty names. ALL ranks #2 (8.8% of the industry book) .
All Filings in ALL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,614 | 1,566 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $318,059 | 1,534 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $201,489 | 968 | Shares | Other | 2026-02-17 | |
| 2025-06-30 | $74,887 | 372 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $525,750 | 2,539 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $111,432 | 578 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $140,909 | 743 | Shares | Other | 2024-11-12 | |
| 2024-03-31 | $640,483 | 3,702 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $492,869 | 3,521 | Shares | Other | 2024-02-13 | |
| 2022-12-31 | $26,984 | 199 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $27,147 | 218 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $27,373 | 216 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $26,455 | 191 | Shares | Other | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||