Position in AFL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,242,909
+$581,860 QoQ
Shares Held
70,302
+0.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#274
of 1,687 holders
Holding Since
Mar 2020
25 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $13,676,599 across 4 Insurance - Life names. AFL ranks #1 (60.3% 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 | $8,242,909 | 70,302 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,661,049 | 69,830 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,254,883 | 65,792 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,275,579 | 65,135 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,745,221 | 63,960 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,984,288 | 62,814 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,119,568 | 68,828 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,985,538 | 71,427 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,233,391 | 69,795 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,737,634 | 20,238 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,669,635 | 20,238 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,578,056 | 20,561 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,439,694 | 20,626 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,376,921 | 21,341 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,247,223 | 17,337 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $737,793 | 13,128 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $701,695 | 12,682 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $838,550 | 13,023 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $852,902 | 14,607 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $204,766 | 3,928 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $244,850 | 4,563 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $247,301 | 4,832 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $249,787 | 5,617 | Shares | Sole | 2021-02-10 | |
| 2020-06-30 | $242,229 | 6,723 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $245,500 | 7,170 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||