Position in ALL
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$101,389
-$122,705 QoQ
Shares Held
489
-53.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $331,718 across 5 Insurance - Property & Casualty names. ALL ranks #1 (30.6% of the industry book) .
All Filings in ALL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,389 | 489 | Shares | Sole | 2026-04-14 | |
| 2025-09-30 | $224,094 | 1,044 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $247,007 | 1,227 | Shares | Sole | 2025-07-18 | |
| 2024-06-30 | $1,075,948 | 6,739 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,397,574 | 8,078 | Shares | Sole | 2024-04-30 | |
| 2021-09-30 | $48,377 | 380 | Shares | Sole | 2021-11-08 | |
| 2020-03-31 | $169,058 | 1,843 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||