Position in AFL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,234,408
-$66,888 QoQ
Shares Held
10,528
-10.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#657
of 1,687 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 50%
Shared 50%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $5,264,226 across 5 Insurance - Life names. AFL ranks #3 (23.4% of the industry book) .
All Filings in AFL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,234,408 | 10,528 | Shares | Defined | 2026-08-11 | |
| 2025-12-31 | $1,301,296 | 11,801 | Shares | Defined | 2026-02-13 | |
| 2025-03-31 | $3,055,945 | 27,484 | Shares | Defined | 2025-05-22 | |
| 2024-09-30 | $1,727,310 | 15,450 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $341,610 | 3,825 | Shares | Defined | 2024-07-30 | |
| 2023-09-30 | $1,718,586 | 22,392 | Shares | Defined | 2023-11-09 | |
| 2022-12-31 | $856,733 | 11,909 | Shares | Sole | 2023-02-13 | |
| 2021-12-31 | $2,727,571 | 46,713 | Shares | Defined | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||