Position in ALL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$234,608
+$30,171 QoQ
Shares Held
986
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,365
of 1,742 holders
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, 2026SARD WEALTH MANAGEMENT GROUP, LLC holds $234,608 across 1 Insurance - Property & Casualty name. ALL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
This page
|
986 | $234,608 |
All Filings in ALL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,608 | 986 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $204,437 | 986 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $205,235 | 986 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $211,644 | 986 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $203,963 | 985 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||