Position in BHF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$428,034
+$189,493 QoQ
Shares Held
6,762
+50.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
#202
of 467 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BHF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026INNEALTA CAPITAL, LLC holds $742,861 across 2 Insurance - Life names. BHF ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHF |
Brighthouse Financial, Inc.
This page
|
6,762 | $428,034 | |
| 2 | LNC |
Lincoln National Corp
|
8,906 | $314,827 |
All Filings in BHF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,034 | 6,762 | Shares | Sole | 2026-08-04 | |
| 2025-09-30 | $238,541 | 4,494 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $250,864 | 4,326 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $230,784 | 4,804 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $216,549 | 4,809 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $246,647 | 5,691 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $293,932 | 5,703 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||