Position in AFL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,428
+$6,833 QoQ
Shares Held
106
+107.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,578
of 1,687 holders
Holding Since
Jun 2025
5 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, 2026Clearstead Trust, LLC holds $44,065 across 6 Insurance - Life names. AFL ranks #1 (28.2% of the industry book) .
All Filings in AFL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,428 | 106 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,595 | 51 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,623 | 51 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,042 | 72 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,898 | 18 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||