Allstate Corporation shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Allstate Corporation (ALL) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Allstate Corporation
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All positions including Allstate Corporation held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Allstate Corporation by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $764k | 3.6k | 214.65 |
| 2025-06-30 | $803k | 4.0k | 201.31 |
| 2025-03-31 | $891k | 4.3k | 207.07 |
| 2024-12-31 | $905k | 4.7k | 192.79 |
| 2024-09-30 | $828k | 4.4k | 189.65 |
| 2024-06-30 | $712k | 4.5k | 159.66 |
| 2024-03-31 | $958k | 5.5k | 173.01 |
| 2023-09-30 | $524k | 4.7k | 111.43 |
| 2023-06-30 | $5.6M | 52k | 109.04 |
| 2023-03-31 | $5.3M | 48k | 110.81 |
| 2022-12-31 | $6.6M | 49k | 135.60 |
| 2022-09-30 | $6.0M | 48k | 124.53 |
| 2022-06-30 | $12M | 94k | 126.73 |
| 2022-03-31 | $14M | 102k | 138.51 |
| 2021-12-31 | $11M | 94k | 117.64 |
| 2021-09-30 | $6.1M | 48k | 127.29 |
| 2021-06-30 | $5.9M | 46k | 130.51 |
| 2021-03-31 | $5.0M | 43k | 114.89 |
| 2020-12-31 | $4.7M | 42k | 109.93 |
| 2020-06-30 | $206k | 2.1k | 97.12 |
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