Position in ALL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$250,550
+$27,660 QoQ
Shares Held
1,053
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,331
of 1,742 holders
Holding Since
Mar 2025
6 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, 2026Barnes Wealth Management Group, Inc holds $752,453 across 3 Insurance - Property & Casualty names. ALL ranks #2 (33.3% 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 | $250,550 | 1,053 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $222,890 | 1,075 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $218,765 | 1,051 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $226,670 | 1,056 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $209,362 | 1,040 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $216,802 | 1,047 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||