Position in AFL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$222,892
-$10,570 QoQ
Shares Held
1,901
-10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,319
of 1,687 holders
Holding Since
Sep 2024
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, 2026LVW Advisors, LLC holds $1,356,123 across 3 Insurance - Life names. AFL ranks #3 (16.4% 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 | $222,892 | 1,901 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $233,462 | 2,128 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $255,495 | 2,317 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $257,580 | 2,306 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $250,994 | 2,380 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $216,709 | 1,949 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $202,581 | 1,812 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||