Position in SLF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,410
+$1,094 QoQ
Shares Held
69
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#469
of 492 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026HIGHLINE WEALTH PARTNERS LLC holds $5,257,087 across 6 Insurance - Diversified names. SLF ranks #3 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
10,471 | $5,239,583 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
53 | $7,023 | |
| 3 | SLF |
Sun Life Financial Inc
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|
69 | $5,410 | |
| 4 | AIG |
American International Group, Inc.
|
50 | $3,726 | |
| 5 | AEG |
Aegon Ltd.
|
102 | $860 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
5 | $485 |
All Filings in SLF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,410 | 69 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,316 | 69 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $624 | 10 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $300 | 5 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $332 | 5 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $286 | 5 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||