WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in ALL — Allstate Corp
CIK 1812177
HIGHLAND PARK, IL
Position in ALL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$221,522
+$12,526 QoQ
Shares Held
931
-22.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,389
of 1,742 holders
Holding Since
Mar 2024
2 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, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $576,060 across 2 Insurance - Property & Casualty names. ALL ranks #2 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RLI |
Rli Corp
|
6,002 | $354,538 | |
| 2 | ALL |
Allstate Corp
This page
|
931 | $221,522 |
All Filings in ALL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,522 | 931 | Shares | Sole | 2026-07-20 | |
| 2024-03-31 | $208,996 | 1,208 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||