Position in AFL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,172
-$3,519 QoQ
Shares Held
10
-76.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,664
of 1,687 holders
Holding Since
Dec 2022
13 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, 2026Trifecta Capital Advisors, LLC holds $3,572 across 3 Insurance - Life names. AFL ranks #2 (32.8% of the industry book) .
All Filings in AFL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,172 | 10 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $4,691 | 42 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,429 | 42 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,669 | 42 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,344 | 42 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,695 | 42 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,751 | 42 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $14,510 | 169 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $13,942 | 169 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,223 | 42 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,931 | 42 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,709 | 42 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,021 | 42 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||