Position in AFL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$834,351
-$1,131,652 QoQ
Shares Held
7,116
-60.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#776
of 1,687 holders
Holding Since
Dec 2020
23 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, 2026Allegheny Financial Group holds $2,381,219 across 4 Insurance - Life names. AFL ranks #2 (35.0% of the industry book) .
All Filings in AFL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $834,351 | 7,116 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,966,003 | 17,920 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,977,912 | 17,937 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,005,238 | 17,952 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,906,189 | 18,075 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,992,635 | 17,921 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,862,747 | 18,008 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,013,294 | 18,008 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,231,406 | 13,788 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,183,751 | 13,787 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,038,510 | 12,588 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,621,881 | 21,132 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,465,032 | 20,989 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,357,629 | 21,042 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,513,689 | 21,041 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,182,448 | 21,040 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,164,143 | 21,040 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,273,054 | 19,771 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,154,428 | 19,771 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $1,030,610 | 19,770 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,060,804 | 19,769 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,011,777 | 19,769 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $879,082 | 19,768 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||