Position in ALL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$331,450
+$38,894 QoQ
Shares Held
1,393
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,184
of 1,742 holders
Holding Since
Mar 2023
10 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, 2026Phillips Wealth Planners LLC holds $1,338,745 across 3 Insurance - Property & Casualty names. ALL ranks #3 (24.8% of the industry book) .
All Filings in ALL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,450 | 1,393 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $292,556 | 1,411 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $316,179 | 1,519 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $289,992 | 1,351 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $296,529 | 1,473 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $296,317 | 1,431 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $259,495 | 1,346 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $239,148 | 1,261 | Shares | Defined | 2024-10-29 | |
| 2023-06-30 | $244,031 | 2,238 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $248,879 | 2,246 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||