Position in L
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$764,167
+$43,672 QoQ
Shares Held
6,750
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#386
of 781 holders
Holding Since
Dec 2022
8 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, 2026TFO Wealth Partners, LLC holds $764,167 across 1 Insurance - Property & Casualty name. L ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | L |
Loews Corp
This page
|
6,750 | $764,167 |
All Filings in L
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,167 | 6,750 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $720,495 | 6,750 | Shares | Sole | 2026-05-08 | |
| 2024-03-31 | $78 | 1 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $69 | 1 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $63 | 1 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $59 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $58 | 1 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $116 | 2 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||