Position in ALL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,815,244
+$972,822 QoQ
Shares Held
7,629
+87.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#584
of 1,742 holders
Holding Since
Sep 2025
4 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, 2026Dynasty Wealth Management, LLC holds $5,004,055 across 5 Insurance - Property & Casualty names. ALL ranks #1 (36.3% of the industry book) .
All Filings in ALL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,815,244 | 7,629 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $842,422 | 4,063 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,049,653 | 9,847 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,364,799 | 11,017 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||