Position in AFL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$42,444
+$8,215 QoQ
Shares Held
362
+16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,498
of 1,687 holders
Holding Since
Jun 2023
13 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, 2026GoalVest Advisory LLC holds $115,975 across 4 Insurance - Life names. AFL ranks #1 (36.6% of the industry book) .
All Filings in AFL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,444 | 362 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $34,229 | 312 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $34,404 | 312 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $34,962 | 313 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $33,008 | 313 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $35,247 | 317 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $32,376 | 313 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $34,993 | 313 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $27,954 | 313 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $26,874 | 313 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $25,822 | 313 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $24,483 | 319 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $21,847 | 313 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||