Position in AFL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$12,780
-$1,921 QoQ
Shares Held
109
-18.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,573
of 1,687 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $744,070 across 8 Insurance - Life names. AFL ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
1,565 | $279,634 | |
| 2 | MET |
Metlife Inc
|
2,754 | $233,015 | |
| 3 | PRU |
Prudential Financial Inc
|
1,121 | $120,989 | |
| 4 | JXN |
Jackson Financial Inc.
|
700 | $71,673 | |
| 5 | MFC |
Manulife Financial Corp
|
411 | $16,649 | |
| 6 | AFL |
Aflac Inc
This page
|
109 | $12,780 | |
| 7 | PUK |
Prudential PLC
|
218 | $5,844 | |
| 8 | UNM |
Unum Group
|
39 | $3,486 |
All Filings in AFL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,780 | 109 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $14,701 | 134 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $15,106 | 137 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $11,728 | 105 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $19,299 | 183 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $227,605 | 2,047 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $399,588 | 3,863 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $232,096 | 2,076 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $265,697 | 2,975 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $254,145 | 2,960 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $243,127 | 2,947 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $210,832 | 2,747 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $190,065 | 2,723 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $181,236 | 2,809 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $198,842 | 2,764 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $49,062 | 873 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $134,728 | 2,435 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $174,947 | 2,717 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $189,884 | 3,252 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $274,672 | 5,269 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $279,729 | 5,213 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $285,072 | 5,570 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||