Position in AFL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$355,267
+$63,394 QoQ
Shares Held
3,030
+15.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,103
of 1,687 holders
Holding Since
Dec 2022
11 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, 2026Legacy Advisors, LLC holds $1,806,189 across 3 Insurance - Life names. AFL ranks #2 (19.7% of the industry book) .
All Filings in AFL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,267 | 3,030 | Shares | Sole | 2026-07-24 | |
| 2025-03-31 | $291,873 | 2,625 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $255,083 | 2,466 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $403,262 | 3,607 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $325,624 | 3,646 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $270,115 | 3,146 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $315,480 | 3,824 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $400,097 | 5,213 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $353,816 | 5,069 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $368,215 | 5,707 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $413,583 | 5,749 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||