Position in ALL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,367,679
+$149,764 QoQ
Shares Held
5,748
-2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#667
of 1,742 holders
Holding Since
Sep 2023
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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $5,419,905 across 4 Insurance - Property & Casualty names. ALL ranks #2 (25.2% 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 | $1,367,679 | 5,748 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,217,915 | 5,874 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,120,887 | 5,385 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $485,538 | 2,262 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $440,667 | 2,189 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $442,508 | 2,137 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $447,465 | 2,321 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $426,522 | 2,249 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $264,716 | 1,658 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $278,373 | 1,609 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $235,446 | 1,682 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $163,995 | 1,472 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||