Position in ALL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,807
+$2,563 QoQ
Shares Held
16
+166.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,701
of 1,742 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $336,237 across 2 Insurance - Property & Casualty names. ALL ranks #2 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
1,007 | $332,430 | |
| 2 | ALL |
Allstate Corp
This page
|
16 | $3,807 |
All Filings in ALL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,807 | 16 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,244 | 6 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||