Position in AFL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,473,154
+$110,001 QoQ
Shares Held
21,093
-2.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#496
of 1,687 holders
Holding Since
Mar 2020
25 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, 2026OneDigital Investment Advisors LLC holds $6,534,826 across 6 Insurance - Life names. AFL ranks #1 (37.8% of the industry book) .
All Filings in AFL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,473,154 | 21,093 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,363,153 | 21,540 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,392,859 | 21,700 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,934,085 | 17,315 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,976,636 | 18,743 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,068,022 | 18,599 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,181,239 | 21,087 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,372,843 | 21,224 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,826,657 | 20,453 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,699,598 | 19,795 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,579,792 | 19,149 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,060,838 | 13,822 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $938,949 | 13,452 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $858,890 | 13,312 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $629,618 | 8,752 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $450,330 | 8,013 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $452,046 | 8,170 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $535,467 | 8,316 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $466,302 | 7,986 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $657,463 | 12,612 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $448,007 | 8,349 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $339,476 | 6,633 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $300,972 | 6,768 | Shares | Sole | 2021-02-08 | |
| 2020-06-30 | $263,235 | 7,306 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $248,616 | 7,261 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||