Position in ALL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,734
-$2,370 QoQ
Shares Held
100
-9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Wealth Preservation Advisors, LLC holds $346,243 across 1 Insurance - Property & Casualty name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
1,585 | $346,243 |
All Filings in ALL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,734 | 100 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,104 | 111 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $24,470 | 114 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,949 | 114 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,605 | 114 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||