Position in ALL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$290,524
+$38,814 QoQ
Shares Held
1,221
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,244
of 1,742 holders
Holding Since
Mar 2025
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, 2026ALLIUM FINANCIAL ADVISORS, LLC holds $290,524 across 1 Insurance - Property & Casualty name. ALL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
This page
|
1,221 | $290,524 |
All Filings in ALL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,524 | 1,221 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $251,710 | 1,214 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $251,445 | 1,208 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $260,370 | 1,213 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $244,390 | 1,214 | Shares | Sole | 2026-02-09 | |
| 2025-03-31 | $251,382 | 1,214 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||