Position in GL
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$23,658
-$18,300 QoQ
Shares Held
170
-43.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 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, 2026HHM Wealth Advisors, LLC holds $3,071,660 across 7 Insurance - Life names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
|
31,593 | $2,824,414 | |
| 2 | PRU |
Prudential Financial Inc
|
856 | $92,388 | |
| 3 | MET |
Metlife Inc
|
730 | $61,765 | |
| 4 | AFL |
Aflac Inc
|
341 | $39,982 | |
| 5 | MFC |
Manulife Financial Corp
|
984 | $39,861 | |
| 6 | LNC |
Lincoln National Corp
|
348 | $12,301 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
15 | $949 |
All Filings in GL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,658 | 170 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $41,958 | 300 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $48,100 | 387 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $50,975 | 387 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $43,158 | 387 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $39,716 | 375 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $30,855 | 375 | Shares | Sole | 2024-08-07 | |
| 2023-12-31 | $45,645 | 375 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $40,773 | 375 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $41,107 | 375 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $41,257 | 375 | Shares | Sole | 2023-05-02 | |
| 2022-09-30 | $37,387 | 375 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $36,551 | 375 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $37,725 | 375 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $35,145 | 375 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $33,386 | 375 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $35,718 | 375 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $36,236 | 375 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $35,610 | 375 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $29,962 | 375 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $27,836 | 375 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $26,988 | 375 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||