Position in AFL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$572,531
+$13,669 QoQ
Shares Held
4,883
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#904
of 1,687 holders
Holding Since
Dec 2022
13 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $3,971,024 across 6 Insurance - Life names. AFL ranks #3 (14.4% of the industry book) .
All Filings in AFL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,531 | 4,883 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $558,862 | 5,094 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $563,369 | 5,109 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $746,602 | 6,684 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $470,457 | 4,461 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $461,216 | 4,148 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $423,586 | 4,095 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $507,795 | 4,542 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $394,303 | 4,415 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $349,106 | 4,066 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $336,600 | 4,080 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $254,886 | 3,321 | Shares | Sole | 2023-11-15 | |
| 2022-12-31 | $228,337 | 3,174 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||