Position in AFL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,509,725
-$405,703 QoQ
Shares Held
22,876
-13.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026Aptus Capital Advisors, LLC holds $18,788,870 across 6 Insurance - Life names. AFL ranks #2 (13.4% of the industry book) .
All Filings in AFL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,509,725 | 22,876 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,915,428 | 26,439 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,923,300 | 26,171 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,763,052 | 26,200 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,922,295 | 26,282 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,914,111 | 28,172 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,058,177 | 27,354 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,359,566 | 15,223 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,321,385 | 15,390 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $861,877 | 10,447 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $853,997 | 11,127 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $617,101 | 8,841 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $661,007 | 10,245 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $549,118 | 7,633 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $362,602 | 6,452 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $311,009 | 5,621 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $361,936 | 5,621 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $208,218 | 3,566 | Shares | Sole | 2022-02-02 | |
| 2021-03-31 | $208,916 | 4,082 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||