Position in GL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$558,375
+$213,930 QoQ
Shares Held
3,125
+26.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#376
of 693 holders
Holding Since
Jun 2025
5 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $1,102,018 across 2 Insurance - Life names. GL ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
This page
|
3,125 | $558,375 | |
| 2 | PRU |
Prudential Financial Inc
|
5,037 | $543,643 |
All Filings in GL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,375 | 3,125 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $344,445 | 2,475 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $316,782 | 2,265 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $311,817 | 2,181 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $206,818 | 1,664 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||