Position in ALL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$337,398
+$265,711 QoQ
Shares Held
1,418
+275.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,173
of 1,742 holders
Holding Since
Sep 2020
5 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, 2026Planned Solutions, Inc. holds $1,142,479 across 3 Insurance - Property & Casualty names. ALL ranks #3 (29.5% of the industry book) .
All Filings in ALL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,398 | 1,418 | Shares | Sole | 2026-07-13 | |
| 2024-09-30 | $71,687 | 378 | Shares | Sole | 2024-10-09 | |
| 2023-12-31 | $52,912 | 378 | Shares | Sole | 2024-01-18 | |
| 2020-12-31 | $41,553 | 378 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $35,584 | 378 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||