Position in AFL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$619,666
+$5,729 QoQ
Shares Held
5,285
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#873
of 1,687 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Trust Asset Management LLC holds $1,573,711 across 3 Insurance - Life names. AFL ranks #1 (39.4% of the industry book) .
All Filings in AFL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,666 | 5,285 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $613,937 | 5,596 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $617,070 | 5,596 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $649,647 | 5,816 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $613,355 | 5,816 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $646,681 | 5,816 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $672,256 | 6,499 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $726,588 | 6,499 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $580,425 | 6,499 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $558,004 | 6,499 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $536,167 | 6,499 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $498,798 | 6,499 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $453,630 | 6,499 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $419,315 | 6,499 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $481,494 | 6,693 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $376,146 | 6,693 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $347,251 | 6,276 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $417,375 | 6,482 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $377,432 | 6,464 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $336,968 | 6,464 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $325,394 | 6,064 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $280,005 | 5,471 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $201,715 | 4,536 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||