Position in AFL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,669,430
+$296 QoQ
Shares Held
22,767
-6.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#478
of 1,687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026EADS & HEALD WEALTH MANAGEMENT holds $2,875,449 across 2 Insurance - Life names. AFL ranks #1 (92.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
22,767 | $2,669,430 | |
| 2 | LNC |
Lincoln National Corp
|
5,828 | $206,019 |
All Filings in AFL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,669,430 | 22,767 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,669,134 | 24,329 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,697,424 | 24,462 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,850,360 | 25,518 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,712,747 | 25,723 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,954,095 | 26,568 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,879,459 | 27,837 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,205,976 | 28,676 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,870,244 | 32,138 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,787,788 | 32,469 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,932,957 | 35,551 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,858,016 | 37,238 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,726,318 | 39,059 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,632,480 | 40,801 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,962,345 | 41,178 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,369,841 | 42,168 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,352,797 | 42,523 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,772,504 | 43,058 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,546,504 | 43,612 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,235,178 | 42,877 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,290,584 | 42,687 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $2,221,570 | 43,407 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,931,643 | 43,437 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,563,013 | 42,999 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,652,263 | 45,858 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,553,023 | 45,357 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||