Position in ALL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,560,780
+$683,106 QoQ
Shares Held
31,776
-4.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
5.18%
of 13F equity value
Holder Rank
#310
of 1,742 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $9,120,085 across 3 Insurance - Property & Casualty names. ALL ranks #1 (82.9% of the industry book) .
All Filings in ALL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,560,780 | 31,776 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,877,674 | 33,171 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,867,284 | 32,992 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,123,588 | 33,187 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,699,395 | 33,279 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,889,011 | 33,269 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,450,560 | 33,459 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||