Position in AFL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$5,231,108
+$4,887,936 QoQ
Shares Held
44,615
+1326.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#361
of 1,687 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Derivatives in AFL
reported options exposure · as of Dec 31, 2024CallValue
$51,720
CallShares
500
PutValue
$51,720
PutShares
500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Life
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $9,460,754 across 4 Insurance - Life names. AFL ranks #1 (55.3% of the industry book) .
All Filings in AFL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,231,108 | 44,615 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $343,172 | 3,128 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $383,408 | 3,477 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,129,052 | 28,013 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,801,755 | 26,567 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,083,478 | 18,738 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,634,455 | 15,801 | Shares | Sole | 2025-01-23 | |
| 2024-12-31 | $51,720 | 500 | Put | Sole | 2025-01-23 | |
| 2024-12-31 | $51,720 | 500 | Call | Sole | 2025-01-23 | |
| 2024-09-30 | $3,867,385 | 34,592 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,216,227 | 24,815 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,103,226 | 24,496 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,967,212 | 23,845 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,705,821 | 35,255 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,121,197 | 16,063 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,528,409 | 39,188 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,163,739 | 30,077 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,221,394 | 21,733 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,430,978 | 43,936 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||