Position in AFL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$463,958
-$8,233 QoQ
Shares Held
3,957
-8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#993
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, 2026Smith Salley Wealth Management holds $1,345,415 across 3 Insurance - Life names. AFL ranks #2 (34.5% of the industry book) .
All Filings in AFL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,958 | 3,957 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $472,191 | 4,304 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $433,912 | 3,935 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $444,007 | 3,975 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $419,203 | 3,975 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $441,980 | 3,975 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $546,576 | 5,284 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $597,571 | 5,345 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $466,108 | 5,219 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $470,169 | 5,476 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $606,457 | 7,351 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $632,496 | 8,241 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $548,069 | 7,852 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $483,190 | 7,489 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $541,708 | 7,530 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $428,412 | 7,623 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $421,780 | 7,623 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $490,844 | 7,623 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $445,866 | 7,636 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $398,064 | 7,636 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $414,577 | 7,726 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $313,784 | 6,131 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $300,039 | 6,747 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $245,253 | 6,747 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $243,706 | 6,764 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $224,203 | 6,548 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||