Position in ALL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$241,509
+$31,059 QoQ
Shares Held
1,015
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,342
of 1,742 holders
Holding Since
Jun 2021
12 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, 2026Alaethes Wealth, LLC holds $5,180,052 across 3 Insurance - Property & Casualty names. ALL ranks #3 (4.7% of the industry book) .
All Filings in ALL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,509 | 1,015 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $210,450 | 1,015 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $211,272 | 1,015 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $216,581 | 1,009 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $203,121 | 1,009 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $208,933 | 1,009 | Shares | Sole | 2025-05-19 | |
| 2024-06-30 | $208,994 | 1,309 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $226,470 | 1,309 | Shares | Sole | 2024-05-15 | |
| 2022-03-31 | $180,063 | 1,300 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $152,945 | 1,300 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $165,503 | 1,300 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $169,572 | 1,300 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||