Position in ALL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,504
+$3,795 QoQ
Shares Held
124
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,586
of 1,742 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $939,486 across 7 Insurance - Property & Casualty names. ALL ranks #5 (3.1% 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 | $29,504 | 124 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $25,709 | 124 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $25,810 | 124 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $26,615 | 124 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $29,994 | 149 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $33,544 | 162 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $16,772 | 87 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||