Position in AFL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,090,894
+$51,173 QoQ
Shares Held
9,304
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#687
of 1,687 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026IBEX WEALTH ADVISORS holds $22,755,847 across 3 Insurance - Life names. AFL ranks #2 (4.8% of the industry book) .
All Filings in AFL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,090,894 | 9,304 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,039,721 | 9,477 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $1,235,625 | 11,062 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,177,566 | 11,166 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,235,320 | 11,110 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,108,980 | 10,721 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,912,776 | 34,998 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $919,357 | 10,294 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $640 | 8,899 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $742 | 9 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $615,535 | 8,020 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $546,613 | 8,472 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $640,194 | 8,899 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||