Position in AFL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$393,373
+$17,397 QoQ
Shares Held
3,355
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,058
of 1,687 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026SPINNAKER TRUST holds $3,818,863 across 3 Insurance - Life names. AFL ranks #2 (10.3% of the industry book) .
All Filings in AFL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,373 | 3,355 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $375,976 | 3,427 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $391,789 | 3,553 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $396,870 | 3,553 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $374,699 | 3,553 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $397,504 | 3,575 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $374,452 | 3,620 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $404,716 | 3,620 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $314,817 | 3,525 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $302,656 | 3,525 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $251,212 | 3,045 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $233,703 | 3,045 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $212,541 | 3,045 | Shares | Sole | 2023-08-01 | |
| 2022-12-31 | $221,575 | 3,080 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $217,213 | 3,865 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $214,957 | 3,885 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $255,950 | 3,975 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $256,624 | 4,395 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $233,542 | 4,480 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $241,470 | 4,500 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $231,077 | 4,515 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $202,560 | 4,555 | Shares | Sole | 2021-01-26 | |
| 2020-03-31 | $394,616 | 11,525 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||