Compound Planning, Inc.

Position in AFL — Aflac Inc

CIK 1978879 NEW YORK, NY

Position in AFL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,728,616

+$220,872 QoQ

Shares Held

14,743

+7.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#579

of 1,687 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $5,480,708 across 8 Insurance - Life names. AFL ranks #1 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	14,743	$1,728,616
2	MFC	Manulife Financial Corp	32,472	$1,315,440
3	PUK	Prudential PLC	22,285	$597,460
4	UNM	Unum Group	5,287	$472,657
5	MET	Metlife Inc	4,804	$406,466
6	GL	Globe Life Inc.	2,024	$361,648
7	PRU	Prudential Financial Inc	2,835	$305,980
8	PRI	Primerica, Inc.	1,029	$292,441

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,728,616	14,743	+7.3%	Shares	Sole	2026-08-04
2026-03-31	$1,507,744	13,743	+0.7%	Shares	Sole	2026-05-14
2025-12-31	$1,505,405	13,652	+2.6%	Shares	Defined	2026-02-19
2025-09-30	$1,486,168	13,305	+7.1%	Shares	Sole	2025-11-10
2025-06-30	$1,310,551	12,427	-4.5%	Shares	Sole	2025-08-14
2025-03-31	$1,446,470	13,009	+6.3%	Shares	Sole	2025-05-14
2024-12-31	$1,265,898	12,238	-2.0%	Shares	Sole	2025-01-17
2024-09-30	$1,396,270	12,489	+8.5%	Shares	Sole	2024-10-08
2024-06-30	$1,027,600	11,506	+9.1%	Shares	Sole	2024-07-26
2024-03-31	$905,136	10,542	+7.5%	Shares	Sole	2024-05-07
2023-12-31	$809,242	9,809	+55.7%	Shares	Sole	2024-02-08
2023-09-30	$483,525	6,300	+0.6%	Shares	Sole	2023-11-09
2023-06-30	$437,157	6,263	+0.4%	Shares	Sole	2023-08-03
2023-03-31	$402,604	6,240	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.