Kozak & Associates, Inc.

Position in AFL — Aflac Inc

CIK 1764970 HIGHLANDS RANCH, CO

Position in AFL

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$123,933

+$9,945 QoQ

Shares Held

1,057

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,412

of 1,687 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Kozak & Associates, Inc. holds $239,065 across 5 Insurance - Life names. AFL ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	1,057	$123,933
2	MFC	Manulife Financial Corp	2,000	$81,020
3	PRU	Prudential Financial Inc	189	$20,398
4	UNM	Unum Group	143	$12,784
5	MET	Metlife Inc	11	$930

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$123,933	1,057	+1.7%	Shares	Sole	2026-07-02
2026-03-31	$113,988	1,039	+0.6%	Shares	Sole	2026-04-14
2025-12-31	$113,908	1,033	+0.5%	Shares	Sole	2026-01-12
2025-09-30	$114,827	1,028	+0.6%	Shares	Sole	2025-11-18
2025-06-30	$107,780	1,022	+0.6%	Shares	Sole	2025-07-10
2025-03-31	$112,969	1,016	+0.5%	Shares	Sole	2025-04-15
2024-12-31	$104,577	1,011	+0.5%	Shares	Sole	2025-01-06
2024-09-30	$112,470	1,006	+0.4%	Shares	Sole	2024-10-17
2024-06-30	$89,488	1,002	+0.6%	Shares	Sole	2024-07-05
2024-03-31	$85,516	996	-10.8%	Shares	Sole	2024-05-17
2023-12-31	$92,152	1,117	+0.4%	Shares	Sole	2024-01-17
2023-09-30	$85,346	1,112	0.0%	Shares	Sole	2023-10-17
2023-06-30	$77,617	1,112	0.0%	Shares	Sole	2023-07-05
2023-03-31	$71,746	1,112	0.0%	Shares	Sole	2023-04-03
2022-12-31	$79,997	1,112	0.0%	Shares	Sole	2023-01-03
2022-09-30	$62,494	1,112	0.0%	Shares	Sole	2022-10-12
2022-06-30	$61,526	1,112	0.0%	Shares	Sole	2022-10-12
2022-03-31	$71,601	1,112	0.0%	Shares	Sole	2022-05-26
2021-12-31	$64,929	1,112	0.0%	Shares	Sole	2022-03-11
2021-09-30	$57,968	1,112	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.