Position in AFL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$24,036
+$1,546 QoQ
Shares Held
205
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,538
of 1,687 holders
Holding Since
Dec 2021
17 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, 2026Beaird Harris Wealth Management, LLC holds $37,677 across 6 Insurance - Life names. AFL ranks #1 (63.8% of the industry book) .
All Filings in AFL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,036 | 205 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $22,490 | 205 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $22,605 | 205 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $41,552 | 372 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $36,700 | 348 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $36,581 | 329 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $34,031 | 329 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $15,539 | 174 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $16,313 | 190 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,995 | 206 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $19,571 | 255 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $24,290 | 348 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $57,293 | 888 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $63,882 | 888 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $49,905 | 888 | Shares | Sole | 2022-11-02 | |
| 2022-03-31 | $57,178 | 888 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $51,850 | 888 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||