Position in L
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,413,298
New position
Shares Held
83,149
first reported quarter
Ownership
0.041%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#111
of 781 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Bellars Harris Wealth Management, LLC holds $9,413,298 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
|
83,149 | $9,413,298 |
All Filings in L
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,413,298 | 83,149 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||