Position in ALL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$591,756
+$76,102 QoQ
Shares Held
2,487
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#917
of 1,742 holders
Holding Since
Mar 2022
15 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, 2026Zhang Financial LLC holds $1,352,859 across 3 Insurance - Property & Casualty names. ALL ranks #1 (43.7% of the industry book) .
All Filings in ALL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $591,756 | 2,487 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $515,654 | 2,487 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $488,111 | 2,345 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $503,354 | 2,345 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $473,481 | 2,352 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $485,579 | 2,345 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $444,380 | 2,305 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $437,143 | 2,305 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $368,016 | 2,305 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $398,788 | 2,305 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $324,333 | 2,317 | Shares | Sole | 2024-01-31 | |
| 2022-12-31 | $217,638 | 1,605 | Shares | Sole | 2023-05-17 | |
| 2022-09-30 | $200,866 | 1,613 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $204,415 | 1,613 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $220,369 | 1,591 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||