Position in ALL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$19,035
+$997 QoQ
Shares Held
80
-8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,626
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, 2026Holos Integrated Wealth LLC holds $36,348 across 3 Insurance - Property & Casualty names. ALL ranks #1 (52.4% 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 | $19,035 | 80 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $18,038 | 87 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $16,652 | 80 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $17,172 | 80 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $16,104 | 80 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,565 | 80 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $15,423 | 80 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||