Position in ALL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$523,468
+$67,320 QoQ
Shares Held
2,200
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#968
of 1,742 holders
Holding Since
Sep 2024
8 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, 2026MINDSET WEALTH MANAGEMENT, LLC holds $768,032 across 2 Insurance - Property & Casualty names. ALL ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
This page
|
2,200 | $523,468 | |
| 2 | PLMR |
Palomar Holdings, Inc.
|
1,935 | $244,564 |
All Filings in ALL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,468 | 2,200 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $456,148 | 2,200 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $457,930 | 2,200 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $450,765 | 2,100 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $422,751 | 2,100 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $372,726 | 1,800 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $347,022 | 1,800 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $341,370 | 1,800 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||