Position in AFL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,087,142
+$246 QoQ
Shares Held
9,272
-6.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#688
of 1,687 holders
Holding Since
Dec 2021
19 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, 2026Carson Advisory Inc. holds $4,425,741 across 4 Insurance - Life names. AFL ranks #2 (24.6% of the industry book) .
All Filings in AFL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,087,142 | 9,272 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,086,896 | 9,907 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,131,259 | 10,259 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,201,110 | 10,753 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,217,746 | 11,547 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,294,251 | 11,640 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,224,005 | 11,833 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,345,624 | 12,036 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,199,522 | 13,431 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,161,170 | 13,524 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,186,020 | 14,376 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,236,365 | 16,109 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,153,863 | 16,531 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,066,063 | 16,523 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,188,161 | 16,516 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $989,625 | 17,609 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $973,808 | 17,600 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,132,813 | 17,593 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,218,949 | 20,876 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||