Position in AFL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$429,955
+$22,054 QoQ
Shares Held
3,667
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,027
of 1,687 holders
Holding Since
Mar 2022
18 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, 2026Gladstone Institutional Advisory LLC holds $1,954,016 across 5 Insurance - Life names. AFL ranks #2 (22.0% of the industry book) .
All Filings in AFL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,955 | 3,667 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $407,901 | 3,718 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $415,717 | 3,770 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $462,102 | 4,137 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $407,602 | 3,865 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $434,419 | 3,907 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $400,416 | 3,871 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $446,752 | 3,996 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $349,202 | 3,910 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $534,993 | 6,231 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $827,475 | 10,030 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,133,060 | 14,763 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,793,424 | 97,327 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,802,352 | 74,432 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,431,753 | 47,703 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,738,401 | 48,726 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $1,844,370 | 33,334 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $422,205 | 6,557 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||