Position in AFL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$327,948
+$76,822 QoQ
Shares Held
2,797
+22.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,134
of 1,687 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $1,468,851 across 3 Insurance - Life names. AFL ranks #3 (22.3% of the industry book) .
All Filings in AFL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,948 | 2,797 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $251,126 | 2,289 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $275,013 | 2,494 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $249,649 | 2,235 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $518,441 | 4,916 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $228,717 | 2,057 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $214,844 | 2,077 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $506,006 | 4,526 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,203,541 | 13,476 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $943,172 | 10,985 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||