Position in AFL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$325,251
+$41,761 QoQ
Shares Held
2,774
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,135
of 1,687 holders
Holding Since
Sep 2024
8 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, 2026CATALYST FINANCIAL PARTNERS LLC holds $1,996,052 across 4 Insurance - Life names. AFL ranks #4 (16.3% of the industry book) .
All Filings in AFL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,251 | 2,774 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $283,490 | 2,584 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $296,846 | 2,692 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $310,414 | 2,779 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $293,600 | 2,784 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $278,308 | 2,503 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $243,704 | 2,356 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $258,258 | 2,310 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||