Position in ALLE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,234,528
+$396,395 QoQ
Shares Held
8,497
+61.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Independent Advisor Alliance holds $1,276,474 across 2 Security & Protection Services names. ALLE ranks #1 (96.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALLE |
Allegion plc
This page
|
8,497 | $1,234,528 | |
| 2 | KSCP |
Knightscope, Inc.
|
10,059 | $41,946 |
All Filings in ALLE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,234,528 | 8,497 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $838,133 | 5,264 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $319,938 | 1,804 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $220,935 | 1,533 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $200,255 | 1,535 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $214,837 | 1,644 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||