Position in L
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$13,811
+$789 QoQ
Shares Held
122
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#694
of 781 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $24,557 across 4 Insurance - Property & Casualty names. L ranks #1 (56.2% of the industry book) .
All Filings in L
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,811 | 122 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $13,022 | 122 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $13,900 | 132 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $14,054 | 140 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $12,099 | 132 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $28,216 | 307 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $25,999 | 307 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||