Position in L
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$566,163
+$32,357 QoQ
Shares Held
5,001
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#429
of 781 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Wellington Shields & Co., LLC holds $1,703,024 across 4 Insurance - Property & Casualty names. L ranks #1 (33.2% of the industry book) .
All Filings in L
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,163 | 5,001 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $533,806 | 5,001 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $526,655 | 5,001 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $502,050 | 5,001 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $458,391 | 5,001 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $459,550 | 5,000 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $448,010 | 5,290 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $418,174 | 5,290 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $395,374 | 5,290 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $414,154 | 5,290 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $368,131 | 5,290 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $334,909 | 5,290 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $314,120 | 5,290 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $109,657 | 1,890 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $110,243 | 1,890 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $94,197 | 1,890 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $94,816 | 1,600 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||