Position in ALLE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$445,915
-$182,318 QoQ
Shares Held
3,174
-26.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#410
of 729 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALLE Over Time
Shares Held
Position Value (USD)
Position in Security & Protection Services
Industrials · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $1,309,729 across 5 Security & Protection Services names. ALLE ranks #1 (34.0% of the industry book) .
All Filings in ALLE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,915 | 3,174 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $628,233 | 4,324 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $901,662 | 5,663 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $615,581 | 3,471 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $501,537 | 3,480 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $243,307 | 1,865 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $321,342 | 2,459 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $200,683 | 1,377 | Shares | Sole | 2024-10-21 | |
| 2024-03-31 | $222,675 | 1,653 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||