Position in AFL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$321,381
-$24,424 QoQ
Shares Held
2,741
-13.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,141
of 1,686 holders
Holding Since
Mar 2021
14 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, 2026CreativeOne Wealth, LLC holds $4,765,539 across 4 Insurance - Life names. AFL ranks #3 (6.7% of the industry book) .
All Filings in AFL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,381 | 2,741 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $345,805 | 3,152 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $365,655 | 3,316 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $388,045 | 3,474 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $367,000 | 3,480 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $439,755 | 3,955 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $653,222 | 6,315 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $335,063 | 2,997 | Shares | Other | 2024-11-13 | |
| 2024-03-31 | $373,491 | 4,350 | Shares | Sole | 2024-05-14 | |
| 2022-03-31 | $257,238 | 3,995 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $235,136 | 4,027 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $217,642 | 4,175 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $267,548 | 4,986 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $248,939 | 4,864 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||