Position in ALL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$345,013
+$44,370 QoQ
Shares Held
1,450
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,161
of 1,742 holders
Holding Since
Dec 2023
11 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, 2026Accretive Wealth Partners, LLC holds $4,937,588 across 3 Insurance - Property & Casualty names. ALL ranks #2 (7.0% of the industry book) .
All Filings in ALL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,013 | 1,450 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $300,643 | 1,450 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $301,817 | 1,450 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $311,242 | 1,450 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $291,899 | 1,450 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $287,827 | 1,390 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $267,978 | 1,390 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $263,613 | 1,390 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $222,406 | 1,393 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $240,483 | 1,390 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $200,871 | 1,435 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||