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Livermore
Livermore
ZHEN

Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

ALL holding history

Allstate Corp in every 13F filed by Dougherty Wealth Advisers LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ALL overviewAll 13F holders of ALLFull Q2 2026 holdings

Shares (Q2 2026)
807
Value
$192.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ALL by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026807$192.0K0.1%00.0%UnchangedHolders
Q1 2026807$167.3K0.1%00.0%UnchangedHolders
Q4 2025807$168.0K0.1%00.0%UnchangedHolders
Q3 2025807$173.2K0.1%00.0%UnchangedHolders
Q2 2025807$162.5K0.1%00.0%UnchangedHolders
Q1 2025807$167.1K0.1%00.0%UnchangedHolders
Q4 2024807$155.6K0.1%00.0%UnchangedHolders
Q3 2024807$153.0K0.1%00.0%UnchangedHolders
Q2 2024807$128.8K0.1%00.0%UnchangedHolders
Q1 2024807$139.6K0.1%00.0%UnchangedHolders
Q4 2023807$113.0K0.1%00.0%UnchangedHolders
Q3 2023807$89.9K0.1%00.0%UnchangedHolders
Q2 2023807$88.0K0.1%00.0%UnchangedHolders
Q1 2023807$89.4K0.1%00.0%UnchangedHolders
Q4 2022807$109.4K0.2%00.0%UnchangedHolders
Q3 2022807$100.0K0.2%00.0%UnchangedHolders
Q2 2022807$102.0K0.2%00.0%UnchangedHolders
Q1 2022807$112.0K0.2%00.0%UnchangedHolders
Q4 2021807$95.0K0.1%00.0%UnchangedHolders
Q3 2021807$103.0K0.2%00.0%UnchangedHolders
Q2 2021807$105.0K0.2%00.0%UnchangedHolders
Q1 2021807$93.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.