Position in ALL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$215,097
+$495 QoQ
Shares Held
904
-12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,406
of 1,742 holders
Holding Since
Dec 2023
10 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, 2026ALLEN WEALTH MANAGEMENT, LLC holds $215,097 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
|
904 | $215,097 |
All Filings in ALL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,097 | 904 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $214,602 | 1,031 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $206,278 | 961 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $292,100 | 1,451 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $300,458 | 1,451 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $279,738 | 1,451 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $275,182 | 1,451 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $263,598 | 1,651 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $285,639 | 1,651 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $228,447 | 1,632 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||