Position in AFL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$575,580
+$49,740 QoQ
Shares Held
4,909
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#902
of 1,687 holders
Holding Since
Dec 2023
11 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, 2026Aprio Wealth Management, LLC holds $1,718,742 across 3 Insurance - Life names. AFL ranks #2 (33.5% of the industry book) .
All Filings in AFL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,580 | 4,909 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $525,840 | 4,793 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $560,171 | 5,080 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $486,788 | 4,358 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $403,489 | 3,826 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $542,051 | 4,875 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $430,413 | 4,161 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $420,815 | 3,764 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $320,533 | 3,589 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $277,499 | 3,232 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $201,712 | 2,445 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||