Position in AFL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$536,184
+$35,468 QoQ
Shares Held
4,573
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#925
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, 2026NICOLET BANKSHARES INC holds $1,854,495 across 4 Insurance - Life names. AFL ranks #2 (28.9% of the industry book) .
All Filings in AFL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,184 | 4,573 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $500,716 | 4,564 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $450,673 | 4,087 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $456,517 | 4,087 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $431,015 | 4,087 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $417,407 | 3,754 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $388,313 | 3,754 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $397,449 | 3,555 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $336,430 | 3,767 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $324,722 | 3,782 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $312,015 | 3,782 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $290,268 | 3,782 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $265,379 | 3,802 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $245,305 | 3,802 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $273,515 | 3,802 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $213,672 | 3,802 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $210,364 | 3,802 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $263,226 | 4,088 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $247,456 | 4,238 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $235,002 | 4,508 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $254,241 | 4,738 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $255,285 | 4,988 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $262,506 | 5,903 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $259,284 | 7,133 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $296,995 | 8,243 | Shares | Defined | 2020-07-22 | |
| 2020-03-31 | $283,781 | 8,288 | Shares | Defined | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||