Position in ALL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$359,051
-$185,216 QoQ
Shares Held
1,509
-42.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,132
of 1,742 holders
Holding Since
Dec 2024
7 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, 2026Alteri Wealth LLC holds $1,560,230 across 4 Insurance - Property & Casualty names. ALL ranks #2 (23.0% 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 | $359,051 | 1,509 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $544,267 | 2,625 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $579,697 | 2,785 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $597,370 | 2,783 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $538,302 | 2,674 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $549,356 | 2,653 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $492,000 | 2,552 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||