Position in LIFE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,502,710
New position
Shares Held
248,220
first reported quarter
Ownership
0.389%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#14
of 72 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BARD ASSOCIATES INC holds $4,505,923 across 2 Insurance Brokers names. LIFE ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIFE |
Ethos Technologies Inc.
This page
|
248,220 | $4,502,710 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
14 | $3,213 |
All Filings in LIFE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,502,710 | 248,220 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||