Position in AFL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,062,202
+$953,111 QoQ
Shares Held
60,232
+8.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.53%
of 13F equity value
Holder Rank
#20
of 162 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Advisory Resource Group holds $9,808,842 across 3 Insurance - Life names. AFL ranks #1 (72.0% of the industry book) .
All Filings in AFL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,062,202 | 60,232 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,109,091 | 55,684 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,772,634 | 52,350 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,013,481 | 53,836 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,245,896 | 49,743 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,211,030 | 46,866 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,732,793 | 45,754 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,773,636 | 42,698 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $4,439,421 | 49,708 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,051,561 | 47,188 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $3,451,140 | 41,832 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $3,350,291 | 43,652 | Shares | Sole | 2023-12-05 | |
| 2023-06-30 | $3,103,796 | 44,467 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $2,850,945 | 44,187 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,769,977 | 38,504 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,503,766 | 44,551 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $2,423,619 | 43,803 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,637,865 | 40,967 | Shares | Sole | 2022-04-06 | |
| 2021-12-31 | $2,494,946 | 42,729 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,130,083 | 40,861 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,172,693 | 40,490 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $1,924,982 | 37,612 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,686,747 | 37,930 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $1,377,446 | 37,894 | Shares | Sole | 2020-12-09 | |
| 2020-06-30 | $1,262,202 | 35,032 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $1,185,696 | 34,629 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||