Position in L
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,622
+$550 QoQ
Shares Held
85
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#704
of 781 holders
Holding Since
Dec 2023
11 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, 2026Cetera Trust Company, N.A holds $742,809 across 4 Insurance - Property & Casualty names. L ranks #4 (1.3% of the industry book) .
All Filings in L
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,622 | 85 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,072 | 85 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,951 | 85 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,533 | 85 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,791 | 85 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,812 | 85 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,198 | 85 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,719 | 85 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,352 | 85 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,654 | 85 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,915 | 85 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||