Position in ALL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$395,456
+$51,065 QoQ
Shares Held
1,662
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,086
of 1,750 holders
Holding Since
Sep 2022
12 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, 2026Icon Wealth Advisors, LLC holds $5,971,361 across 4 Insurance - Property & Casualty names. ALL ranks #4 (6.6% of the industry book) .
All Filings in ALL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,456 | 1,662 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $344,391 | 1,661 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $344,280 | 1,654 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $350,952 | 1,635 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $412,081 | 2,047 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $483,094 | 2,333 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $451,706 | 2,343 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $444,349 | 2,343 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $271,102 | 1,698 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $343,078 | 1,983 | Shares | Sole | 2024-05-15 | |
| 2022-12-31 | $248,690 | 1,834 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $228,886 | 1,838 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||