Position in AFL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,188,797
+$65,806 QoQ
Shares Held
10,139
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#666
of 1,687 holders
Holding Since
Sep 2023
12 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, 2026Nicholas Wealth, LLC. holds $2,227,273 across 2 Insurance - Life names. AFL ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
10,139 | $1,188,797 | |
| 2 | LNC |
Lincoln National Corp
|
29,377 | $1,038,476 |
All Filings in AFL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,188,797 | 10,139 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,122,991 | 10,236 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,004,890 | 9,113 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $868,244 | 7,773 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $609,875 | 5,783 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $524,372 | 4,716 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $7,548,844 | 72,978 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $8,076,879 | 72,244 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $6,699,143 | 75,010 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,378,625 | 74,291 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,517,352 | 66,877 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $5,121,681 | 66,732 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||