Position in AFL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$519,769
-$183,472 QoQ
Shares Held
4,433
-30.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#941
of 1,687 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $3,837,849 across 3 Insurance - Life names. AFL ranks #3 (13.5% of the industry book) .
All Filings in AFL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,769 | 4,433 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $703,241 | 6,410 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $706,169 | 6,404 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $744,033 | 6,661 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $689,181 | 6,535 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $720,066 | 6,476 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $660,360 | 6,384 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $743,358 | 6,649 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $570,244 | 6,385 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $565,559 | 6,587 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $525,195 | 6,366 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $487,592 | 6,353 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $442,392 | 6,338 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $407,766 | 6,320 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $407,755 | 5,668 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $209,738 | 3,732 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $205,716 | 3,718 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $241,720 | 3,754 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $218,378 | 3,740 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||