Triad Wealth Partners, LLC

Position in ALL — Allstate Corp

CIK 2012717 LAWRENCE, KS

Position in ALL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$371,662

+$105,438 QoQ

Shares Held

1,562

+21.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,117

of 1,742 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triad Wealth Partners, LLC holds $1,899,100 across 4 Insurance - Property & Casualty names. ALL ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	2,775	$945,553
2	ALL	Allstate Corp This page	1,562	$371,662
3	PGR	Progressive Corp/Oh/	1,556	$339,908
4	TRV	Travelers Companies, Inc.	733	$241,977

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$371,662	1,562	+21.7%	Shares	Sole	2026-08-10
2026-03-31	$266,224	1,284	+0.7%	Shares	Sole	2026-04-16
2025-12-31	$265,391	1,275	+18.8%	Shares	Sole	2026-01-22
2025-09-30	$230,319	1,073	—	Shares	Sole	2025-10-30
No filing history on record for this holder in this stock.