Position in ALL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,223,487
+$165,639 QoQ
Shares Held
5,142
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#703
of 1,742 holders
Holding Since
Mar 2022
17 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, 2026Apella Capital, LLC holds $2,928,859 across 5 Insurance - Property & Casualty names. ALL ranks #1 (41.8% of the industry book) .
All Filings in ALL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,223,487 | 5,142 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,057,848 | 5,102 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $979,762 | 4,707 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $760,934 | 3,545 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $705,792 | 3,506 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $734,684 | 3,548 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $622,904 | 3,231 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $601,380 | 3,171 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $504,365 | 3,159 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $546,538 | 3,159 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $442,196 | 3,159 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $346,707 | 3,112 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $342,821 | 3,144 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $425,919 | 3,141 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $376,578 | 3,024 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $698,789 | 5,514 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $414,283 | 2,991 | Shares | Sole | 2022-04-11 | |
| No filing history on record for this holder in this stock. | ||||||