Position in GL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$120,609
+$26,670 QoQ
Shares Held
675
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#540
of 693 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $304,980 across 3 Insurance - Life names. GL ranks #1 (39.5% of the industry book) .
All Filings in GL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,609 | 675 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $93,939 | 675 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $94,405 | 675 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $96,504 | 675 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $83,895 | 675 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $88,911 | 675 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $75,276 | 675 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $71,489 | 675 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $55,539 | 675 | Shares | Sole | 2024-08-01 | |
| 2023-12-31 | $82,161 | 675 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $73,392 | 675 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $73,993 | 675 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $74,263 | 675 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $81,371 | 675 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $67,297 | 675 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $65,792 | 675 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $67,905 | 675 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $63,261 | 675 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $60,095 | 675 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $64,293 | 675 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||