Position in AFL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$463,723
+$13,583 QoQ
Shares Held
3,955
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#994
of 1,687 holders
Holding Since
Dec 2021
19 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, 2026Abound Wealth Management holds $511,908 across 7 Insurance - Life names. AFL ranks #1 (90.6% of the industry book) .
All Filings in AFL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,723 | 3,955 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $450,140 | 4,103 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $555,319 | 5,036 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $637,583 | 5,708 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $665,347 | 6,309 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $765,431 | 6,884 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $714,563 | 6,908 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $809,432 | 7,240 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $678,041 | 7,592 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $652,536 | 7,600 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $698,775 | 8,470 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $632,420 | 8,240 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $880,736 | 12,618 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $793,854 | 12,304 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $885,149 | 12,304 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $723,518 | 12,874 | Shares | Sole | 2024-08-07 | |
| 2022-06-30 | $722,941 | 13,066 | Shares | Sole | 2024-08-12 | |
| 2022-03-31 | $865,272 | 13,438 | Shares | Sole | 2024-08-12 | |
| 2021-12-31 | $831,415 | 14,239 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||