Position in AFL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$104,235
+$6,703 QoQ
Shares Held
889
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,421
of 1,687 holders
Holding Since
Dec 2023
11 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, 2026Dynamic Wealth Strategies, LLC holds $268,970 across 2 Insurance - Life names. AFL ranks #2 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
1,947 | $164,735 | |
| 2 | AFL |
Aflac Inc
This page
|
889 | $104,235 |
All Filings in AFL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,235 | 889 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $97,532 | 889 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $98,030 | 889 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $99,301 | 889 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $189,933 | 1,801 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $239,392 | 2,153 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $223,120 | 2,157 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $241,488 | 2,160 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $250,246 | 2,802 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $252,514 | 2,941 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $240,735 | 2,918 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||