Position in L
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$849,075
+$48,525 QoQ
Shares Held
7,500
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.70%
of 13F equity value
Holder Rank
#372
of 781 holders
Holding Since
Dec 2025
3 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, 2026Smith Partners Wealth Management, LLC holds $849,075 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
|
7,500 | $849,075 |
All Filings in L
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $849,075 | 7,500 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $800,550 | 7,500 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $789,825 | 7,500 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||