Position in AFL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$87,234
+$73,830 QoQ
Shares Held
744
+520.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,435
of 1,687 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $304,980 across 3 Insurance - Life names. AFL ranks #3 (28.6% of the industry book) .
All Filings in AFL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,234 | 744 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $13,404 | 120 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $12,655 | 120 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $13,342 | 120 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $12,412 | 120 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $13,416 | 120 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $16,075 | 180 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $10,303 | 120 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,200 | 160 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,896 | 155 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||