Position in AFL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,419,672
+$649,585 QoQ
Shares Held
54,752
+4.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#319
of 1,687 holders
Holding Since
Dec 2022
15 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, 2026LMG Wealth Partners, LLC holds $17,177,433 across 3 Insurance - Life names. AFL ranks #2 (37.4% of the industry book) .
All Filings in AFL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,419,672 | 54,752 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,770,087 | 52,594 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,702,833 | 51,717 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,430,792 | 57,572 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,065,953 | 57,519 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,427,337 | 57,805 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,971,177 | 57,726 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $6,441,133 | 57,613 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,347,614 | 59,877 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,090,124 | 59,284 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,919,457 | 71,751 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $5,628,077 | 73,330 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $5,146,493 | 73,732 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,696,346 | 72,789 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,122,847 | 71,210 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||