ELEVATION WEALTH PARTNERS, LLC

Position in GL — Globe Life Inc.

CIK 1976256 WALNUT CREEK, CA

Position in GL

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$32,877

+$7,270 QoQ

Shares Held

184

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#574

of 693 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $134,522 across 9 Insurance - Life names. GL ranks #1 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GL	Globe Life Inc. This page	184	$32,877
2	AFL	Aflac Inc	146	$17,118
3	UNM	Unum Group	176	$15,734
4	PRI	Primerica, Inc.	52	$14,778
5	MET	Metlife Inc	162	$13,706
6	BHF	Brighthouse Financial, Inc.	207	$13,103
7	LNC	Lincoln National Corp	292	$10,322
8	PRU	Prudential Financial Inc	81	$8,742

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,877	184	0.0%	Shares	Sole	2026-07-08
2026-03-31	$25,607	184	+15.7%	Shares	Sole	2026-04-14
2025-12-31	$22,237	159	+0.6%	Shares	Sole	2026-01-09
2025-09-30	$22,589	158	-55.5%	Shares	Sole	2025-10-14
2025-06-30	$44,122	355	0.0%	Shares	Sole	2025-07-08
2025-03-31	$46,760	355	-29.1%	Shares	Sole	2025-04-09
2024-12-31	$55,871	501	0.0%	Shares	Sole	2025-01-29
2024-09-30	$53,060	501	0.0%	Shares	Sole	2024-10-04
2024-06-30	$41,222	501	+0.2%	Shares	Sole	2024-07-09
2023-12-31	$60,860	500	0.0%	Shares	Sole	2024-01-17
2023-09-30	$54,365	500	0.0%	Shares	Sole	2023-10-10
2023-06-30	$54,810	500	0.0%	Shares	Sole	2023-07-06
2023-03-31	$55,010	500	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.