Position in GL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$721,331
+$142,106 QoQ
Shares Held
4,037
-3.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#341
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, 2026Heritage Wealth Management, Inc. holds $1,776,269 across 4 Insurance - Life names. GL ranks #1 (40.6% of the industry book) .
All Filings in GL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,331 | 4,037 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $579,225 | 4,162 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $582,097 | 4,162 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $623,635 | 4,362 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $542,152 | 4,362 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $600,906 | 4,562 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $508,754 | 4,562 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $483,161 | 4,562 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $375,361 | 4,562 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||