Position in AFL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,082,100
+$57,958 QoQ
Shares Held
9,229
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#692
of 1,687 holders
Holding Since
Jun 2023
13 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, 2026Foundations Investment Advisors, LLC holds $2,181,317 across 3 Insurance - Life names. AFL ranks #1 (49.6% of the industry book) .
All Filings in AFL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,082,100 | 9,229 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,024,142 | 9,335 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $994,855 | 9,022 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,026,299 | 9,188 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $801,496 | 7,600 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $876,177 | 7,880 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $620,122 | 5,995 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $646,539 | 5,783 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $453,069 | 5,073 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $394,870 | 4,599 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $584,430 | 7,084 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $298,404 | 3,888 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $260,842 | 3,737 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||