Position in AFL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$519,183
-$75,116 QoQ
Shares Held
4,428
-18.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#943
of 1,686 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 2%
None 98%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $2,273,701 across 4 Insurance - Life names. AFL ranks #2 (22.8% of the industry book) .
All Filings in AFL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,183 | 4,428 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $594,299 | 5,417 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $593,583 | 5,383 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $586,425 | 5,250 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $592,263 | 5,616 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $683,484 | 6,147 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $764,421 | 7,390 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $625,744 | 5,597 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $509,781 | 5,708 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $404,571 | 4,712 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,178,182 | 14,281 | Shares | Other | 2024-02-13 | |
| 2023-06-30 | $554,142 | 7,939 | Shares | Other | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||