Position in ALL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$469,217
+$73,198 QoQ
Shares Held
1,972
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,015
of 1,742 holders
Holding Since
Sep 2024
8 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $3,533,318 across 6 Insurance - Property & Casualty names. ALL ranks #3 (13.3% of the industry book) .
All Filings in ALL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,217 | 1,972 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $396,019 | 1,910 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $364,262 | 1,750 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $341,293 | 1,590 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $296,328 | 1,472 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $286,791 | 1,385 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $270,484 | 1,403 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $254,320 | 1,341 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||