Position in GL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$651,824
+$144,132 QoQ
Shares Held
3,648
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#350
of 693 holders
Holding Since
Sep 2022
15 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, 2026Smith Salley Wealth Management holds $1,345,415 across 3 Insurance - Life names. GL ranks #1 (48.4% of the industry book) .
All Filings in GL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $651,824 | 3,648 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $507,692 | 3,648 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $510,209 | 3,648 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $521,554 | 3,648 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $453,409 | 3,648 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $480,514 | 3,648 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $406,824 | 3,648 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $386,359 | 3,648 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $300,157 | 3,648 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $634,526 | 5,213 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $566,809 | 5,213 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $571,449 | 5,213 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $572,984 | 5,208 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $627,824 | 5,208 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $519,237 | 5,208 | Shares | Sole | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||