Position in AFL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,503,731
+$104,819 QoQ
Shares Held
12,825
+0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#611
of 1,687 holders
Holding Since
Mar 2021
21 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, 2026Concord Wealth Partners holds $1,578,039 across 4 Insurance - Life names. AFL ranks #1 (95.3% of the industry book) .
All Filings in AFL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,503,731 | 12,825 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,398,912 | 12,751 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,257,739 | 11,406 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,268,912 | 11,360 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,324,366 | 12,558 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,067,312 | 9,599 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $788,936 | 7,627 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $481,410 | 4,306 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,024,921 | 11,476 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $921,792 | 10,736 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $771,292 | 9,349 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $568,487 | 7,407 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $62,680 | 898 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $38,712 | 600 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $59,278 | 824 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $170,471 | 3,081 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $203,536 | 3,161 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $187,899 | 3,218 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $22,155 | 425 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $133,452 | 2,487 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $54,660 | 1,068 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||