Mowery & Schoenfeld Wealth Management, LLC
Position in MET — Metlife Inc
CIK 2019946
LINCOLNSHIRE, IL
Position in MET
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$25,552
+$4,195 QoQ
Shares Held
302
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,252
of 1,434 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MET Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $35,661 across 4 Insurance - Life names. MET ranks #1 (71.7% of the industry book) .
All Filings in MET
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,552 | 302 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $21,357 | 302 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $26,997 | 342 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $25,781 | 313 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $25,734 | 320 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $25,130 | 313 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $25,710 | 314 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $24,908 | 302 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $21,197 | 302 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||