Position in ALL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$219,856
+$134,486 QoQ
Shares Held
924
+24.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,400
of 1,750 holders
Holding Since
Sep 2020
4 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, 2026Fiduciary Planning LLC holds $572,557 across 2 Insurance - Property & Casualty names. ALL ranks #2 (38.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMND |
Lemonade, Inc.
|
5,422 | $352,701 | |
| 2 | ALL |
Allstate Corp
This page
|
924 | $219,856 |
All Filings in ALL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,856 | 924 | Shares | Sole | 2026-07-31 | |
| 2021-03-31 | $85,370 | 743 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $81,677 | 743 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $69,946 | 743 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||