Position in ALL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$266,968
+$9,245 QoQ
Shares Held
1,122
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,295
of 1,742 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Bison Wealth, LLC holds $1,385,531 across 3 Insurance - Property & Casualty names. ALL ranks #3 (19.3% of the industry book) .
All Filings in ALL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,968 | 1,122 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $257,723 | 1,243 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $259,771 | 1,248 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $329,917 | 1,537 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $481,734 | 2,393 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $266,292 | 1,286 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||