Position in ALLE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,636
-$2,773 QoQ
Shares Held
33
-35.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#669
of 731 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $23,806 across 5 Security & Protection Services names. ALLE ranks #3 (19.5% of the industry book) .
All Filings in ALLE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,636 | 33 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,409 | 51 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $8,120 | 51 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,044 | 51 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,350 | 51 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,653 | 51 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,664 | 51 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $7,432 | 51 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $6,025 | 51 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,118 | 38 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,814 | 38 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||