Position in AFL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,593,712
+$637,467 QoQ
Shares Held
30,650
+13.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#421
of 1,687 holders
Holding Since
Mar 2020
17 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $5,490,781 across 4 Insurance - Life names. AFL ranks #1 (65.4% of the industry book) .
All Filings in AFL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,593,712 | 30,650 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,956,245 | 26,946 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,620,858 | 14,699 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $970,449 | 8,688 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,356,215 | 12,860 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $536,936 | 4,829 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $507,890 | 4,910 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $1,702,378 | 15,227 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $1,629,818 | 18,249 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $1,172,933 | 13,661 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $626,175 | 7,590 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,291,702 | 16,830 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,197,558 | 17,157 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,098,582 | 17,027 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,269,525 | 17,647 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $996,707 | 17,735 | Shares | Sole | 2022-11-07 | |
| 2020-03-31 | $434,437 | 12,688 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||