Position in AFL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,238,042
+$127,997 QoQ
Shares Held
10,559
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#655
of 1,687 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $2,119,769 across 4 Insurance - Life names. AFL ranks #1 (58.4% of the industry book) .
All Filings in AFL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,238,042 | 10,559 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,110,045 | 10,118 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,247,043 | 11,309 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,150,174 | 10,297 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $902,948 | 8,562 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $741,081 | 6,665 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $797,625 | 7,711 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,361,500 | 12,178 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $495,134 | 5,544 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $584,363 | 6,806 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $214,582 | 2,601 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||