Position in ALL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$369,044
+$30,251 QoQ
Shares Held
1,551
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,120
of 1,742 holders
Holding Since
Mar 2022
18 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, 2026Peterson Wealth Services holds $5,177,761 across 3 Insurance - Property & Casualty names. ALL ranks #3 (7.1% of the industry book) .
All Filings in ALL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,044 | 1,551 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $338,793 | 1,634 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $283,084 | 1,360 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $876,630 | 4,084 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $267,540 | 1,329 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $273,953 | 1,323 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $265,857 | 1,379 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $241,045 | 1,271 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $240,767 | 1,508 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $276,816 | 1,600 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $221,868 | 1,585 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $229,950 | 2,064 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $212,955 | 1,953 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $211,979 | 1,913 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $271,606 | 2,003 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $247,814 | 1,990 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $222,030 | 1,752 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $226,602 | 1,636 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||