Position in ALL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,024,807
+$154,394 QoQ
Shares Held
4,307
+2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#756
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, 2026KLEIN PAVLIS & PEASLEY FINANCIAL, INC. holds $3,849,279 across 3 Insurance - Property & Casualty names. ALL ranks #2 (26.6% 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 | $1,024,807 | 4,307 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $870,413 | 4,198 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $815,531 | 3,918 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $864,610 | 4,028 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $749,678 | 3,724 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $805,916 | 3,892 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $723,155 | 3,751 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $714,601 | 3,768 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $617,245 | 3,866 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $661,417 | 3,823 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $583,436 | 4,168 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||