Position in ALL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,026,711
+$136,808 QoQ
Shares Held
4,315
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#753
of 1,742 holders
Holding Since
Sep 2020
24 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, 2026Legacy Financial Advisors, Inc. holds $4,032,645 across 5 Insurance - Property & Casualty names. ALL ranks #2 (25.5% of the industry book) .
All Filings in ALL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,026,711 | 4,315 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $889,903 | 4,292 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $880,890 | 4,232 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $907,754 | 4,229 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $797,992 | 3,964 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $818,133 | 3,951 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $756,507 | 3,924 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $753,289 | 3,972 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $622,035 | 3,896 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $658,649 | 3,807 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $471,312 | 3,367 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $364,979 | 3,276 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $349,146 | 3,202 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $338,192 | 3,052 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $419,275 | 3,092 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $377,824 | 3,034 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $383,738 | 3,028 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $386,304 | 2,789 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $312,243 | 2,654 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $337,753 | 2,653 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $344,752 | 2,643 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $317,238 | 2,761 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $307,694 | 2,799 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $263,121 | 2,795 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||