Position in ALL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$421,629
+$88,381 QoQ
Shares Held
1,772
+10.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,052
of 1,742 holders
Holding Since
Dec 2024
6 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, 2026LeClair Wealth Partners LLC holds $1,913,468 across 3 Insurance - Property & Casualty names. ALL ranks #3 (22.0% of the industry book) .
All Filings in ALL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,629 | 1,772 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $333,248 | 1,601 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $339,576 | 1,582 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $779,472 | 3,872 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $878,805 | 4,244 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $892,039 | 4,627 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||