Position in AFL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$375,315
+$48,602 QoQ
Shares Held
3,201
+7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,082
of 1,686 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $1,956,435 across 6 Insurance - Life names. AFL ranks #2 (19.2% of the industry book) .
All Filings in AFL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,315 | 3,201 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $326,713 | 2,978 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $337,975 | 3,065 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $304,603 | 2,727 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $271,135 | 2,571 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $292,093 | 2,627 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $283,321 | 2,739 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $227,177 | 2,032 | Shares | Other | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||