Position in AFL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$34,471
+$2,326 QoQ
Shares Held
294
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,516
of 1,686 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $191,022 across 4 Insurance - Life names. AFL ranks #3 (18.0% of the industry book) .
All Filings in AFL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,471 | 294 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $32,145 | 293 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $32,198 | 292 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $32,616 | 292 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $30,688 | 291 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $32,245 | 290 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $29,997 | 290 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $32,310 | 289 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $25,810 | 289 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $24,727 | 288 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $74,745 | 906 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $69,305 | 903 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $62,750 | 899 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $57,680 | 894 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $64,026 | 890 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $49,793 | 886 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $48,745 | 881 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $56,405 | 876 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $50,916 | 872 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $45,196 | 867 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $46,362 | 864 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $864 | 44,220 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $38,422 | 864 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $31,406 | 864 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $31,129 | 864 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $29,583 | 864 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||