Position in AFL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$126,630
+$7,485 QoQ
Shares Held
1,080
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,411
of 1,687 holders
Holding Since
Jun 2025
5 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, 2026Strategic Wealth Partners, Ltd. holds $237,353 across 4 Insurance - Life names. AFL ranks #1 (53.4% 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 | $126,630 | 1,080 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $119,145 | 1,086 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $120,084 | 1,089 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $99,748 | 893 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $87,004 | 825 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||