Position in AFL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$557,758
+$36,526 QoQ
Shares Held
4,757
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#911
of 1,687 holders
Holding Since
Mar 2021
17 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, 2026Belpointe Asset Management LLC holds $1,567,885 across 3 Insurance - Life names. AFL ranks #2 (35.6% of the industry book) .
All Filings in AFL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,758 | 4,757 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $521,232 | 4,751 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $543,079 | 4,925 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $552,915 | 4,950 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $521,710 | 4,947 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $550,946 | 4,955 | Shares | Other | 2025-05-20 | |
| 2024-09-30 | $894 | 8 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $714 | 8 | Shares | Sole | 2024-08-02 | |
| 2023-03-31 | $252,402 | 3,912 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $275,098 | 3,824 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $192,597 | 3,427 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $185,355 | 3,350 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $263,290 | 4,089 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $166,236 | 2,847 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $151,385 | 2,904 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $179,814 | 3,351 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $139,619 | 2,728 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||