Position in ALL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$704,064
+$14,244 QoQ
Shares Held
2,959
-11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#867
of 1,742 holders
Holding Since
Sep 2022
13 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, 2026Rothschild Wealth LLC holds $2,437,884 across 4 Insurance - Property & Casualty names. ALL ranks #2 (28.9% of the industry book) .
All Filings in ALL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,064 | 2,959 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $689,820 | 3,327 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $676,695 | 3,251 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $534,478 | 2,490 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $500,054 | 2,484 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $506,286 | 2,445 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $461,153 | 2,392 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $464,832 | 2,451 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $385,099 | 2,412 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $417,127 | 2,411 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $280,341 | 2,571 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $286,443 | 2,585 | Shares | Sole | 2023-05-16 | |
| 2022-09-30 | $293,019 | 2,353 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||