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Navigate Wealth Management, LLC

SEC CIK
0002127791
Latest filing
Jul 23, 2026

GL holding history

Globe Life Inc. in every 13F filed by Navigate Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GL overviewAll 13F holders of GLFull Q2 2026 holdings

Shares (Q2 2026)
2,971
Value
$548.9K
% of portfolio
0.3%
Quarters held
2
Since Q1 2026
Holdings of GL by Navigate Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,971$548.9K0.3%00.0%UnchangedHolders
Q1 20262,971$448.4K0.3%–No prior filingHolders