Position in AFL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$373,558
+$10,857 QoQ
Shares Held
3,186
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,087
of 1,687 holders
Holding Since
Dec 2022
14 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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $2,470,128 across 5 Insurance - Life names. AFL ranks #4 (15.1% of the industry book) .
All Filings in AFL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,558 | 3,186 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $362,701 | 3,306 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $386,055 | 3,501 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $396,199 | 3,547 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $381,870 | 3,621 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $428,526 | 3,854 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $399,174 | 3,859 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $420,591 | 3,762 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $317,318 | 3,553 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $289,605 | 3,373 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $300,135 | 3,638 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $241,992 | 3,153 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $220,707 | 3,162 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $218,625 | 3,039 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||