Position in ALL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$78,044
+$8,378 QoQ
Shares Held
328
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,507
of 1,742 holders
Holding Since
Dec 2022
14 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, 2026Olistico Wealth, LLC holds $146,192 across 2 Insurance - Property & Casualty names. ALL ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
This page
|
328 | $78,044 | |
| 2 | CB |
Chubb Ltd
|
200 | $68,148 |
All Filings in ALL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,044 | 328 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $69,666 | 336 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $69,938 | 336 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $55,561 | 276 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $466,735 | 2,254 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $434,548 | 2,254 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $427,471 | 2,254 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $359,873 | 2,254 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $389,964 | 2,254 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $315,514 | 2,254 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $251,118 | 2,254 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $245,776 | 2,254 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $249,765 | 2,254 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $306,320 | 2,259 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||