Position in GL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,573
+$790 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#640
of 693 holders
Holding Since
Dec 2022
14 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, 2026Moisand Fitzgerald Tamayo, LLC holds $128,666 across 6 Insurance - Life names. GL ranks #5 (2.8% of the industry book) .
All Filings in GL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,573 | 20 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,783 | 20 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,797 | 20 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,859 | 20 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,485 | 20 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,634 | 20 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,230 | 20 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,118 | 20 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,645 | 20 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $2,434 | 20 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,174 | 20 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,192 | 20 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,200 | 20 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,411 | 20 | Shares | Sole | 2023-01-23 | |
| No filing history on record for this holder in this stock. | ||||||