Position in ALL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$523,468
+$56,539 QoQ
Shares Held
2,200
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#969
of 1,742 holders
Holding Since
Jun 2025
5 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, 2026BIRCH FINANCIAL GROUP, LLC holds $1,928,046 across 3 Insurance - Property & Casualty names. ALL ranks #2 (27.2% of the industry book) .
All Filings in ALL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,468 | 2,200 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $466,929 | 2,252 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $333,872 | 1,604 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $260,155 | 1,212 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $221,239 | 1,099 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||