Valeo Financial Advisors, LLC

Position in AFL — Aflac Inc

CIK 1722641 CARMEL, IN

Position in AFL

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,987,622

+$199,679 QoQ

Shares Held

16,952

+4.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#549

of 1,686 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $4,154,630 across 6 Insurance - Life names. AFL ranks #1 (47.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	16,952	$1,987,622
2	MET	Metlife Inc	9,114	$771,135
3	PRU	Prudential Financial Inc	4,239	$457,515
4	LNC	Lincoln National Corp	9,715	$343,425
5	MFC	Manulife Financial Corp	8,476	$343,362
6	UNM	Unum Group	2,814	$251,571

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,987,622	16,952	+4.0%	Shares	Sole	2026-07-08
2026-03-31	$1,787,943	16,297	-2.9%	Shares	Sole	2026-05-08
2025-12-31	$1,851,102	16,787	-7.6%	Shares	Sole	2026-02-04
2025-09-30	$2,029,253	18,167	+0.4%	Shares	Sole	2025-11-03
2025-06-30	$1,907,876	18,091	-9.0%	Shares	Sole	2025-09-12
2025-03-31	$2,211,680	19,891	+27.1%	Shares	Sole	2025-04-30
2024-12-31	$1,619,456	15,656	-2.2%	Shares	Sole	2025-01-30
2024-09-30	$1,789,470	16,006	-0.3%	Shares	Sole	2024-10-10
2024-06-30	$1,433,246	16,048	+0.2%	Shares	Sole	2024-07-10
2024-03-31	$1,374,790	16,012	+1.3%	Shares	Sole	2024-04-25
2023-12-31	$1,303,665	15,802	+4.6%	Shares	Sole	2024-01-29
2023-09-30	$1,159,308	15,105	-1.2%	Shares	Sole	2023-10-20
2023-06-30	$1,066,893	15,285	+26.5%	Shares	Sole	2023-07-14
2023-03-31	$779,853	12,087	+3.5%	Shares	Sole	2023-04-17
2022-12-31	$840,403	11,682	+20.2%	Shares	Sole	2023-02-09
2022-09-30	$546,039	9,716	+3.9%	Shares	Sole	2022-10-31
2022-06-30	$517,501	9,353	-3.2%	Shares	Sole	2022-08-03
2022-03-31	$622,264	9,664	+7.0%	Shares	Sole	2022-04-28
2021-12-31	$527,495	9,034	+4.3%	Shares	Sole	2022-01-07
2021-09-30	$451,706	8,665	+12.1%	Shares	Sole	2021-11-02
2021-06-30	$414,630	7,727	+3.2%	Shares	Sole	2021-07-22
2021-03-31	$383,338	7,490	-2.3%	Shares	Sole	2021-04-12
2020-12-31	$340,907	7,666	-5.7%	Shares	Sole	2021-02-11
2020-09-30	$295,489	8,129	-6.1%	Shares	Sole	2020-10-28
2020-06-30	$311,911	8,657	+3.0%	Shares	Sole	2020-07-20
2020-03-31	$287,718	8,403	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.