Position in ALL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$317,887
+$54,151 QoQ
Shares Held
1,336
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,202
of 1,742 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $317,887 across 1 Insurance - Property & Casualty name. ALL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
This page
|
1,336 | $317,887 |
All Filings in ALL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,887 | 1,336 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $263,736 | 1,272 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $259,979 | 1,249 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $268,097 | 1,249 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $251,637 | 1,250 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $237,923 | 1,149 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $256,217 | 1,329 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $252,044 | 1,329 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $217,297 | 1,361 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $229,930 | 1,329 | Shares | Sole | 2024-05-02 | |
| 2023-09-30 | $262,259 | 2,354 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $256,680 | 2,354 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $260,846 | 2,354 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $319,202 | 2,354 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $286,045 | 2,297 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $291,098 | 2,297 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $318,157 | 2,297 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $270,242 | 2,297 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $292,431 | 2,297 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $299,620 | 2,297 | Shares | Sole | 2021-08-09 | |
| 2020-06-30 | $258,672 | 2,667 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $562,213 | 6,129 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||