Position in ALL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$795,909
+$113,761 QoQ
Shares Held
3,345
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#824
of 1,737 holders
Holding Since
Mar 2022
8 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, 2026Outlook Wealth Advisors, LLC holds $1,549,142 across 5 Insurance - Property & Casualty names. ALL ranks #1 (51.4% of the industry book) .
All Filings in ALL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,909 | 3,345 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $682,148 | 3,290 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $709,167 | 3,407 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $697,612 | 3,250 | Shares | Sole | 2025-10-30 | |
| 2022-12-31 | $774,818 | 5,714 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $722,896 | 5,805 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $737,315 | 5,818 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $792,000 | 5,718 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||