Position in AFL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$325,134
+$10,596 QoQ
Shares Held
2,773
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,136
of 1,687 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Joule Financial, LLC holds $1,230,154 across 3 Insurance - Life names. AFL ranks #3 (26.4% 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 | $325,134 | 2,773 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $314,538 | 2,867 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $316,144 | 2,867 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $305,276 | 2,733 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $287,800 | 2,729 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $239,836 | 2,157 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $223,120 | 2,157 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $210,519 | 1,883 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||