Position in L
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$528,351
+$15,786 QoQ
Shares Held
4,667
-2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
26.01%
of 13F equity value
Holder Rank
#439
of 781 holders
Holding Since
Dec 2024
7 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, 2026Brewster Financial Planning LLC holds $528,351 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
|
4,667 | $528,351 |
All Filings in L
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,351 | 4,667 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $512,565 | 4,802 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $505,698 | 4,802 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $482,072 | 4,802 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $440,151 | 4,802 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $331,059 | 3,602 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $305,053 | 3,602 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||