Position in AFL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,108,716
+$71,408 QoQ
Shares Held
9,456
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#684
of 1,687 holders
Holding Since
Dec 2020
23 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, 2026Principle Wealth Partners LLC holds $6,261,807 across 3 Insurance - Life names. AFL ranks #2 (17.7% of the industry book) .
All Filings in AFL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,108,716 | 9,456 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,037,308 | 9,455 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,204,258 | 10,921 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,219,875 | 10,921 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,136,226 | 10,774 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,305,259 | 11,739 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,214,282 | 11,739 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,312,420 | 11,739 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,048,410 | 11,739 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,007,910 | 11,739 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $968,467 | 11,739 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $900,968 | 11,739 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $819,382 | 11,739 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $767,336 | 11,893 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $855,582 | 11,893 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $668,386 | 11,893 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $658,039 | 11,893 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $790,129 | 12,271 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $716,386 | 12,269 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $721,062 | 13,832 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $742,117 | 13,830 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $707,665 | 13,827 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $384,887 | 8,655 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||