Position in AFL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,252,724
-$118,547 QoQ
Shares Held
19,213
-11.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#515
of 1,687 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $13,948,069 across 6 Insurance - Life names. AFL ranks #3 (16.2% of the industry book) .
All Filings in AFL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,252,724 | 19,213 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,371,271 | 21,614 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,140,120 | 19,408 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,761,844 | 15,773 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,176,406 | 11,155 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,130,913 | 10,171 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $880,274 | 8,510 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $894,064 | 7,997 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $721,535 | 8,079 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $615,873 | 7,173 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $379,582 | 4,601 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $363,564 | 4,737 | Shares | Other | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||