Position in L
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$260,949
+$14,914 QoQ
Shares Held
2,305
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#557
of 781 holders
Holding Since
Jun 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Alan B Lancz & Associates, Inc. holds $1,673,059 across 3 Insurance - Property & Casualty names. L ranks #3 (15.6% of the industry book) .
All Filings in L
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,949 | 2,305 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $246,035 | 2,305 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $242,739 | 2,305 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $231,398 | 2,305 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $211,276 | 2,305 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $211,852 | 2,305 | Shares | Sole | 2025-04-30 | |
| 2023-03-31 | $145,340 | 2,505 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $146,116 | 2,505 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $148,446 | 2,505 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||