Position in AFL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$648,627
-$46,166 QoQ
Shares Held
5,532
-12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#859
of 1,687 holders
Holding Since
Jun 2021
19 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, 2026Strategic Investment Advisors / MI holds $1,189,349 across 3 Insurance - Life names. AFL ranks #1 (54.5% of the industry book) .
All Filings in AFL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,627 | 5,532 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $694,793 | 6,333 | Shares | Sole | 2026-05-18 | |
| 2025-06-30 | $1,725,114 | 16,358 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,929,035 | 17,349 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,890,469 | 18,276 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,062,486 | 18,448 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,592,307 | 17,829 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,541,788 | 17,957 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,461,157 | 17,711 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,367,301 | 17,815 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,178,852 | 16,889 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,045,546 | 16,205 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,684,978 | 23,422 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,305,975 | 23,238 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,335,721 | 24,141 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,539,951 | 23,916 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,416,191 | 24,254 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,283,075 | 24,613 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,218,672 | 22,711 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||