Position in AFL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$51,472
+$8,576 QoQ
Shares Held
439
+12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,475
of 1,687 holders
Holding Since
Dec 2020
23 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, 2026Bogart Wealth, LLC holds $498,312 across 13 Insurance - Life names. AFL ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
3,111 | $335,770 | |
| 2 | MET |
Metlife Inc
|
933 | $78,941 | |
| 3 | AFL |
Aflac Inc
This page
|
439 | $51,472 | |
| 4 | BHF |
Brighthouse Financial, Inc.
|
113 | $7,152 | |
| 5 | PRI |
Primerica, Inc.
|
25 | $7,105 | |
| 6 | LNC |
Lincoln National Corp
|
178 | $6,292 | |
| 7 | UNM |
Unum Group
|
36 | $3,218 | |
| 8 | GL |
Globe Life Inc.
|
17 | $3,037 |
All Filings in AFL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,472 | 439 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $42,896 | 391 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $34,073 | 309 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $35,632 | 319 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $31,954 | 303 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $32,801 | 295 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $29,997 | 290 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $32,422 | 290 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $25,899 | 290 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $24,899 | 290 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $23,925 | 290 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $22,257 | 290 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $20,242 | 290 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $18,710 | 290 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $20,862 | 290 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $16,298 | 290 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $17,982 | 325 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $20,926 | 325 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $18,976 | 325 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $16,942 | 325 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $17,439 | 325 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $38,845 | 759 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||