Position in AFL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$498,078
+$32,250 QoQ
Shares Held
4,248
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#958
of 1,687 holders
Holding Since
Dec 2021
19 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, 2026TrueWealth Advisors, LLC holds $2,854,810 across 3 Insurance - Life names. AFL ranks #2 (17.4% 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 | $498,078 | 4,248 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $465,828 | 4,246 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $467,875 | 4,243 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $473,608 | 4,240 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $446,939 | 4,238 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $470,778 | 4,234 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $437,551 | 4,230 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $472,578 | 4,227 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $377,156 | 4,223 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $362,243 | 4,219 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $347,737 | 4,215 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $323,194 | 4,211 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $293,648 | 4,207 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $271,177 | 4,203 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $303,946 | 4,225 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $237,388 | 4,224 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $273,828 | 4,949 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $310,617 | 4,824 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $281,673 | 4,824 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||