Position in AFL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$558,813
+$25,842 QoQ
Shares Held
4,766
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#910
of 1,687 holders
Holding Since
Jun 2024
9 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, 2026Heritage Wealth Management, Inc. holds $1,776,269 across 4 Insurance - Life names. AFL ranks #2 (31.5% of the industry book) .
All Filings in AFL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,813 | 4,766 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $532,971 | 4,858 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $541,205 | 4,908 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $549,899 | 4,923 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $519,179 | 4,923 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $605,763 | 5,448 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $622,501 | 6,018 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $676,166 | 6,048 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $553,543 | 6,198 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||