Position in PRI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,989
New position
Shares Held
7
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#492
of 517 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 100%
None 0%
Position in Insurance - Life
Financial Services · as of Jun 30, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $98,365 across 6 Insurance - Life names. PRI ranks #6 (2.0% of the industry book) .
All Filings in PRI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,989 | 7 | Shares | Other | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||