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Globe Life shares owned by Oakwell Private Wealth Management

Quarter-by-quarter ownership of Globe Life (GL) shares owned by Oakwell Private Wealth Management from 13F filings

Historical chart of Oakwell Private Wealth Management investment in Globe Life

Tip: Access up to 7 years of quarterly data

All positions including Globe Life held by Oakwell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Globe Life by Oakwell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 7.0k 142.97
2025-06-30 $870k 7.0k 124.29
2025-03-31 $922k 7.0k 131.72
2024-12-31 $781k 7.0k 111.52
2024-09-30 $741k 7.0k 105.91
2024-06-30 $576k 7.0k 82.28

More positions owned by Oakwell Private Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core S&p Scp Etf (IJR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Oakwell Private Wealth Management

Top funds holding Globe Life

Vanguard Group
BlackRock
Invesco
State Street Corporation
Wellington Management Company
Geode Capital Management
Dimensional Fund Advisors
Morgan Stanley
AQR Capital Management
Nuveen
Arrowstreet Capital, Limited Partnership
Pzena Investment Management
Jacobs Levy Equity Management
Swedbank AB
Equity Investment Corp Acquisition

View all funds holding Globe Life