Position in AFL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$12,428
+$3,981 QoQ
Shares Held
106
+37.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,577
of 1,687 holders
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Derivatives in AFL
reported options exposure · as of Dec 31, 2021CallValue
$0
CallShares
0
PutValue
$58,390
PutShares
1,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Life
Financial Services · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $387,571 across 6 Insurance - Life names. AFL ranks #4 (3.2% of the industry book) .
All Filings in AFL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,428 | 106 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,447 | 77 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $137,065 | 1,243 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $92,711 | 830 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $285,163 | 2,704 | Shares | Sole | 2025-08-12 | |
| 2023-06-30 | $50,186 | 719 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $70,907 | 1,099 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $41,221 | 573 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,006,092 | 17,902 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $68,443 | 1,237 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $15,839 | 246 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $58,390 | 1,000 | Put | Sole | 2022-01-18 | |
| 2021-12-31 | $593,475 | 10,164 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,179 | 61 | Call | Sole | 2021-10-20 | |
| No filing history on record for this holder in this stock. | ||||||