Position in AFL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$8,337
-$43 QoQ
Shares Held
76
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $42,060 across 5 Insurance - Life names. AFL ranks #3 (19.8% of the industry book) .
All Filings in AFL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,337 | 76 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,380 | 76 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,489 | 76 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $8,014 | 76 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $8,450 | 76 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||