Position in ALL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,563,027
+$251,395 QoQ
Shares Held
6,569
+3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#623
of 1,742 holders
Holding Since
Mar 2020
18 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $3,207,969 across 4 Insurance - Property & Casualty names. ALL ranks #1 (48.7% of the industry book) .
All Filings in ALL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,563,027 | 6,569 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,311,632 | 6,326 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,428,117 | 6,861 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $649,745 | 3,027 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $572,324 | 2,843 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $800,739 | 3,867 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $566,995 | 2,941 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $326,387 | 1,721 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $326,345 | 2,044 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $520,933 | 3,011 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $271,421 | 1,939 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $248,283 | 1,831 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $228,014 | 1,831 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $218,482 | 1,724 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $229,372 | 1,656 | Shares | Sole | 2026-06-12 | |
| 2021-09-30 | $210,825 | 1,656 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $211,443 | 1,621 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $210,061 | 2,290 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||