Position in GL
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$643,242
-$4,589 QoQ
Shares Held
4,622
-0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 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, 2026Ascentis Independent Advisors holds $79,328 across 1 Insurance - Life name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
735 | $79,328 |
All Filings in GL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $643,242 | 4,622 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $647,831 | 4,632 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $676,677 | 4,733 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $838,336 | 6,745 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $889,636 | 6,754 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $6,353 | 60 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||