Position in FG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$16,166
+$772 QoQ
Shares Held
608
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#180
of 321 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in FG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $98,365 across 6 Insurance - Life names. FG ranks #2 (16.4% of the industry book) .
All Filings in FG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,166 | 608 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $15,394 | 608 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $18,756 | 608 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $19,012 | 608 | Shares | Other | 2025-11-04 | |
| 2025-06-30 | $19,315 | 604 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $21,630 | 600 | Shares | Other | 2025-04-28 | |
| 2024-12-31 | $24,864 | 600 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $26,832 | 600 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $22,830 | 600 | Shares | Other | 2024-07-31 | |
| 2024-03-31 | $24,330 | 600 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $27,600 | 600 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $16,836 | 600 | Shares | Other | 2023-10-25 | |
| 2023-06-30 | $14,868 | 600 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $10,872 | 600 | Shares | Other | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||