Position in AFL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,344,623
+$86,469 QoQ
Shares Held
11,468
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#639
of 1,687 holders
Holding Since
Mar 2020
26 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, 2026Joel Isaacson & Co., LLC holds $2,952,050 across 3 Insurance - Life names. AFL ranks #2 (45.5% of the industry book) .
All Filings in AFL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,344,623 | 11,468 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,258,154 | 11,468 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,264,576 | 11,468 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,266,678 | 11,340 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,195,916 | 11,340 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,260,894 | 11,340 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,173,009 | 11,340 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,267,812 | 11,340 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,012,775 | 11,340 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $973,652 | 11,340 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $935,550 | 11,340 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $870,345 | 11,340 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $791,532 | 11,340 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $731,656 | 11,340 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $815,799 | 11,340 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $637,308 | 11,340 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $627,442 | 11,340 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $730,182 | 11,340 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $662,142 | 11,340 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $591,154 | 11,340 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $608,504 | 11,340 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $580,381 | 11,340 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $504,289 | 11,340 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $412,209 | 11,340 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $408,580 | 11,340 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $388,281 | 11,340 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||