Position in GL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$477,790
+$156,308 QoQ
Shares Held
2,674
+15.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#400
of 693 holders
Holding Since
Sep 2024
8 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, 2026NEW WAVE WEALTH ADVISORS LLC holds $477,790 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
|
2,674 | $477,790 |
All Filings in GL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,790 | 2,674 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $321,482 | 2,310 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $312,027 | 2,231 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $305,669 | 2,138 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $265,732 | 2,138 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $282,275 | 2,143 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $299,319 | 2,684 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $285,957 | 2,700 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||