Position in AFL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$35,057
+$2,254 QoQ
Shares Held
299
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,515
of 1,687 holders
Holding Since
Mar 2020
21 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, 2026West Branch Capital LLC holds $292,425 across 4 Insurance - Life names. AFL ranks #2 (12.0% of the industry book) .
All Filings in AFL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,057 | 299 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $32,803 | 299 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $38,925 | 353 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $69,477 | 622 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $44,609 | 423 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $50,925 | 458 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $47,375 | 458 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $51,204 | 458 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $40,903 | 458 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $39,323 | 458 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $40,590 | 492 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $37,761 | 492 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $34,271 | 491 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $27,291 | 423 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $30,430 | 423 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $36,024 | 641 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $35,466 | 641 | Shares | Sole | 2022-07-28 | |
| 2021-12-31 | $37,427 | 641 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $33,415 | 641 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $34,396 | 641 | Shares | Sole | 2021-08-17 | |
| 2020-03-31 | $213,246 | 6,228 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||