Position in AFL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$270,613
+$58,873 QoQ
Shares Held
2,308
+19.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,222
of 1,687 holders
Holding Since
Mar 2022
7 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, 2026BSW Wealth Partners holds $768,153 across 3 Insurance - Life names. AFL ranks #1 (35.2% of the industry book) .
All Filings in AFL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,613 | 2,308 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $211,740 | 1,930 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $268,395 | 2,545 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $293,652 | 2,641 | Shares | Sole | 2025-04-24 | |
| 2024-06-30 | $218,184 | 2,443 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $205,205 | 2,390 | Shares | Sole | 2024-04-23 | |
| 2022-03-31 | $248,674 | 3,862 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||