Position in GL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,252,189
+$277,860 QoQ
Shares Held
7,008
+0.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#266
of 693 holders
Holding Since
Jun 2024
9 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, 2026Oakwell Private Wealth Management, LLC holds $1,252,189 across 1 Insurance - Life name. GL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
This page
|
7,008 | $1,252,189 |
All Filings in GL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,252,189 | 7,008 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $974,329 | 7,001 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $979,159 | 7,001 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,000,790 | 7,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $870,030 | 7,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $922,040 | 7,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $780,640 | 7,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $741,370 | 7,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $575,960 | 7,000 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||