Position in ALL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$342,157
+$57,272 QoQ
Shares Held
1,438
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,165
of 1,742 holders
Holding Since
Dec 2025
3 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, 2026Larry Mathis Financial Planning, LLC holds $1,707,477 across 5 Insurance - Property & Casualty names. ALL ranks #3 (20.0% of the industry book) .
All Filings in ALL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,157 | 1,438 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $284,885 | 1,374 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $293,283 | 1,409 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||