Mowery & Schoenfeld Wealth Management, LLC
Position in GL — Globe Life Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in GL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,144
+$474 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#657
of 693 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $35,661 across 4 Insurance - Life names. GL ranks #3 (6.0% of the industry book) .
All Filings in GL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,144 | 12 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,670 | 12 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,678 | 12 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,715 | 12 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,491 | 12 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,580 | 12 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,561 | 14 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||