Position in ALL
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$7,049
-$2,009 QoQ
Shares Held
34
-24.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 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, 2026Whipplewood Advisors, LLC holds $54,038 across 6 Insurance - Property & Casualty names.
All Filings in ALL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,049 | 34 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $9,058 | 45 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $16,151 | 78 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $9,445 | 49 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||