Position in ALL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$377,848
+$76,169 QoQ
Shares Held
1,588
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,102
of 1,742 holders
Holding Since
Dec 2020
3 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, 2026Cypress Point Wealth Management, LLC holds $1,269,666 across 3 Insurance - Property & Casualty names. ALL ranks #3 (29.8% of the industry book) .
All Filings in ALL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,848 | 1,588 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $301,679 | 1,455 | Shares | Sole | 2026-04-13 | |
| 2020-12-31 | $475,447 | 4,325 | Shares | Other | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||