Position in AFL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,567,163
+$100,780 QoQ
Shares Held
13,366
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#600
of 1,687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Wellington Shields & Co., LLC holds $4,163,524 across 4 Insurance - Life names. AFL ranks #1 (37.6% 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 | $1,567,163 | 13,366 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,466,383 | 13,366 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,529,003 | 13,866 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,548,832 | 13,866 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,490,993 | 14,138 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,483,052 | 13,338 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,379,682 | 13,338 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,490,629 | 13,333 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,217,205 | 13,629 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,169,670 | 13,623 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $1,123,402 | 13,617 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $1,274,971 | 16,612 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,187,018 | 17,006 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,097,227 | 17,006 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,367,291 | 19,006 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,073,757 | 19,106 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,057,134 | 19,106 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,210,918 | 18,806 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,098,082 | 18,806 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,001,730 | 19,216 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,038,642 | 19,356 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $990,640 | 19,356 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $393,826 | 8,856 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $321,915 | 8,856 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $319,081 | 8,856 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $303,229 | 8,856 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||