Position in AFL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$318,802
+$37,506 QoQ
Shares Held
2,719
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,146
of 1,687 holders
Holding Since
Mar 2026
2 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, 2026Crestmont Private Wealth LLC holds $1,072,278 across 3 Insurance - Life names. AFL ranks #3 (29.7% of the industry book) .
All Filings in AFL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,802 | 2,719 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $281,296 | 2,564 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||