Position in ALLE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$630,097
-$495,464 QoQ
Shares Held
4,485
-42.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#359
of 729 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 80%
Shared 13%
None 7%
Common Shares in ALLE Over Time
Shares Held
Position Value (USD)
Position in Security & Protection Services
Industrials · as of Jun 30, 2026Focus Partners Wealth holds $3,958,546 across 4 Security & Protection Services names. ALLE ranks #3 (15.9% of the industry book) .
All Filings in ALLE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $630,097 | 4,485 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,125,561 | 7,747 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,174,565 | 7,377 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $838,510 | 4,728 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,056,399 | 7,330 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $937,485 | 7,186 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $308,404 | 2,360 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||