Position in ALL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,043,366
+$134,595 QoQ
Shares Held
4,385
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#748
of 1,742 holders
Holding Since
Sep 2020
24 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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $2,030,350 across 3 Insurance - Property & Casualty names. ALL ranks #1 (51.4% of the industry book) .
All Filings in ALL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,043,366 | 4,385 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $908,771 | 4,383 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $912,321 | 4,383 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $974,081 | 4,538 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $921,597 | 4,578 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $955,006 | 4,612 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $907,462 | 4,707 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $897,423 | 4,732 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $763,494 | 4,782 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $828,198 | 4,787 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $675,963 | 4,829 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $537,441 | 4,824 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $520,011 | 4,769 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $573,884 | 5,179 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $706,204 | 5,208 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $646,435 | 5,191 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $656,588 | 5,181 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $721,775 | 5,211 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $616,603 | 5,241 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $557,490 | 4,379 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $567,935 | 4,354 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $500,274 | 4,354 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $480,833 | 4,374 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $405,649 | 4,309 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||