Position in AFL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$841,268
+$53,880 QoQ
Shares Held
7,175
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#773
of 1,687 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Bison Wealth, LLC holds $1,433,096 across 3 Insurance - Life names. AFL ranks #1 (58.7% of the industry book) .
All Filings in AFL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,268 | 7,175 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $787,388 | 7,177 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $788,651 | 7,152 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $554,032 | 4,960 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $521,394 | 4,944 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $517,589 | 4,655 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||