Position in ALL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$414,729
+$53,336 QoQ
Shares Held
1,743
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,057
of 1,742 holders
Holding Since
Mar 2020
25 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $414,729 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
|
1,743 | $414,729 |
All Filings in ALL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,729 | 1,743 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $361,393 | 1,743 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $361,972 | 1,739 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $359,968 | 1,677 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $337,596 | 1,677 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $347,049 | 1,676 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $387,122 | 2,008 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $309,129 | 1,630 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $260,245 | 1,630 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $282,006 | 1,630 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $228,167 | 1,630 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $242,316 | 2,175 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $237,162 | 2,175 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $247,438 | 2,233 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $271,848 | 2,183 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $276,651 | 2,183 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $302,367 | 2,183 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $256,829 | 2,183 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $278,935 | 2,191 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $321,143 | 2,462 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $282,768 | 2,461 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $270,537 | 2,461 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $231,207 | 2,456 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $240,535 | 2,480 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $227,398 | 2,479 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||