Position in GL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$434,192
+$70,541 QoQ
Shares Held
2,430
-7.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#412
of 693 holders
Holding Since
Mar 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, 2026Legacy Capital Wealth Partners, LLC holds $786,254 across 2 Insurance - Life names. GL ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
This page
|
2,430 | $434,192 | |
| 2 | MET |
Metlife Inc
|
4,161 | $352,062 |
All Filings in GL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,192 | 2,430 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $363,651 | 2,613 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $366,852 | 2,623 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $378,441 | 2,647 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $510,831 | 4,110 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $552,433 | 4,194 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $463,700 | 4,158 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $450,011 | 4,249 | Shares | Sole | 2024-11-04 | |
| 2023-12-31 | $425,167 | 3,493 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $370,986 | 3,412 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $286,272 | 2,602 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||