Position in AFL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$233,327
+$8,971 QoQ
Shares Held
1,990
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,299
of 1,686 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026BAR HARBOR WEALTH MANAGEMENT holds $820,900 across 3 Insurance - Life names. AFL ranks #3 (28.4% of the industry book) .
All Filings in AFL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,327 | 1,990 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $224,356 | 2,045 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $248,217 | 2,251 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $252,442 | 2,260 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $239,183 | 2,268 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $252,178 | 2,268 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $263,358 | 2,546 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $385,262 | 3,446 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $394,035 | 4,412 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $380,531 | 4,432 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $351,285 | 4,258 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $269,239 | 3,508 | Shares | Defined | 2023-11-28 | |
| 2023-06-30 | $244,858 | 3,508 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $254,854 | 3,950 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $284,163 | 3,950 | Shares | Defined | 2023-06-09 | |
| 2022-09-30 | $323,150 | 5,750 | Shares | Defined | 2022-10-24 | |
| 2022-06-30 | $455,365 | 8,230 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $406,944 | 6,320 | Shares | Defined | 2022-04-14 | |
| 2021-12-31 | $446,099 | 7,640 | Shares | Defined | 2022-01-28 | |
| 2021-09-30 | $408,699 | 7,840 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $420,694 | 7,840 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $401,251 | 7,840 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $348,644 | 7,840 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $299,524 | 8,240 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $298,688 | 8,290 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $422,555 | 12,341 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||