Position in AFL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,579
+$166 QoQ
Shares Held
22
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,652
of 1,687 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $12,126 across 4 Insurance - Life names. AFL ranks #3 (21.3% of the industry book) .
All Filings in AFL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,579 | 22 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,413 | 22 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,711 | 79 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,824 | 79 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $41,445 | 393 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $43,141 | 388 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $38,583 | 373 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $41,701 | 373 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $33,312 | 373 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $32,025 | 373 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||