Position in GL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$547,654
+$121,098 QoQ
Shares Held
3,065
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#379
of 693 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026CABOT WEALTH MANAGEMENT INC holds $547,654 across 1 Insurance - Life name. GL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
This page
|
3,065 | $547,654 |
All Filings in GL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,654 | 3,065 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $426,556 | 3,065 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $428,670 | 3,065 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $438,203 | 3,065 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $380,948 | 3,065 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $403,721 | 3,065 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $466,711 | 4,185 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $443,233 | 4,185 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $344,341 | 4,185 | Shares | Sole | 2024-07-12 | |
| 2023-12-31 | $509,398 | 4,185 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $455,035 | 4,185 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||