Position in AFL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$487,056
+$43,389 QoQ
Shares Held
4,154
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#970
of 1,687 holders
Holding Since
Sep 2025
4 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, 2026Apella Capital, LLC holds $1,260,920 across 3 Insurance - Life names. AFL ranks #1 (38.6% of the industry book) .
All Filings in AFL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,056 | 4,154 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $443,667 | 4,044 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $280,747 | 2,546 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $283,382 | 2,537 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||