FORM Wealth Advisors, LLC

SEC CIK: 0002053294
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

ALL holding history

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

ALL overview All 13F holders of ALL Full Q2 2026 holdings

Shares (Q2 2025): 1,216
Value: $244.7K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2025

Holdings of ALL by FORM Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	–	–	–	–	Not filed	Holders
Q2 2025	1,216	$244.7K	<0.1%	+23+1.9%	Added	Holders
Q1 2025	1,193	$247.1K	<0.1%	–	No prior filing	Holders