Summit Financial Wealth Advisors, LLC

Position in AFL — Aflac Inc

CIK 1632283 Lafayette, LA

Position in AFL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$347,880

+$41,351 QoQ

Shares Held

2,967

+6.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,110

of 1,687 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Summit Financial Wealth Advisors, LLC holds $552,627 across 2 Insurance - Life names. AFL ranks #1 (63.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AFL	Aflac Inc This page	2,967	$347,880
2	LNC	Lincoln National Corp	5,792	$204,747

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,880	2,967	+6.2%	Shares	Sole	2026-07-15
2026-03-31	$306,529	2,794	+1.6%	Shares	Sole	2026-05-26
2025-12-31	$303,352	2,751	-4.8%	Shares	Sole	2026-01-27
2025-09-30	$322,701	2,889	+10.0%	Shares	Sole	2025-10-03
2025-06-30	$277,043	2,627	0.0%	Shares	Sole	2025-09-29
2025-03-31	$292,096	2,627	0.0%	Shares	Sole	2025-05-14
2024-12-31	$271,736	2,627	-11.3%	Shares	Sole	2025-02-13
2024-09-30	$331,263	2,963	0.0%	Shares	Sole	2024-11-13
2024-06-30	$264,625	2,963	-12.6%	Shares	Sole	2024-08-12
2024-03-31	$291,065	3,390	0.0%	Shares	Sole	2024-05-02
2023-12-31	$279,675	3,390	0.0%	Shares	Sole	2024-01-19
2023-09-30	$260,182	3,390	-24.7%	Shares	Sole	2023-11-13
2023-06-30	$314,100	4,500	-6.3%	Shares	Sole	2023-07-12
2023-03-31	$310,018	4,805	0.0%	Shares	Sole	2023-04-10
2022-12-31	$345,671	4,805	0.0%	Shares	Sole	2023-01-17
2022-09-30	$270,041	4,805	0.0%	Shares	Sole	2022-10-28
2022-06-30	$265,860	4,805	+0.4%	Shares	Sole	2022-07-26
2021-12-31	$279,571	4,788	0.0%	Shares	Sole	2022-01-12
2021-09-30	$249,598	4,788	0.0%	Shares	Sole	2021-11-05
2021-06-30	$256,924	4,788	0.0%	Shares	Sole	2021-08-09
2021-03-31	$245,049	4,788	—	Shares	Sole	2021-04-23
No filing history on record for this holder in this stock.