Independent Solutions Wealth Management, LLC

Position in ALL — Allstate Corp

CIK 1818391 Williamsville, NY

Back to ALL Full portfolio

Position in ALL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$799,954

+$224,171 QoQ

Shares Held

3,362

+21.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#821

of 1,742 holders

Holding Since

Mar 2020

16 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, 2026

Independent Solutions Wealth Management, LLC holds $2,711,609 across 2 Insurance - Property & Casualty names. ALL ranks #2 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PGR	Progressive Corp/Oh/	8,751	$1,911,655
2	ALL	Allstate Corp This page	3,362	$799,954

All Filings in ALL

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16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$799,954	3,362	+21.1%	Shares	Sole	2026-07-29
2026-03-31	$575,783	2,777	+18.6%	Shares	Sole	2026-04-27
2023-06-30	$255,262	2,341	-6.0%	Shares	Sole	2024-12-19
2023-03-31	$276,027	2,491	-6.9%	Shares	Sole	2024-12-19
2022-12-31	$363,001	2,677	-3.6%	Shares	Sole	2024-12-19
2022-09-30	$345,819	2,777	0.0%	Shares	Sole	2024-12-19
2022-06-30	$351,929	2,777	-4.8%	Shares	Sole	2024-12-19
2022-03-31	$404,172	2,918	-13.5%	Shares	Sole	2024-12-19
2021-12-31	$396,715	3,372	0.0%	Shares	Sole	2024-12-19
2021-09-30	$429,289	3,372	+5.3%	Shares	Sole	2024-12-19
2021-06-30	$417,538	3,201	+3.9%	Shares	Sole	2024-12-19
2021-03-31	$354,006	3,081	+2.8%	Shares	Sole	2024-12-19
2020-12-31	$329,570	2,998	-38.7%	Shares	Sole	2024-12-19
2020-09-30	$460,532	4,892	-19.3%	Shares	Sole	2024-12-19
2020-06-30	$587,662	6,059	+92.8%	Shares	Sole	2024-12-19
2020-03-31	$288,215	3,142	—	Shares	Sole	2024-12-19
No filing history on record for this holder in this stock.