Position in AFL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,605,379
+$1,337,518 QoQ
Shares Held
90,451
+7.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#243
of 1,686 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, 2026Turtle Creek Wealth Advisors, LLC holds $11,536,032 across 3 Insurance - Life names. AFL ranks #1 (91.9% 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 | $10,605,379 | 90,451 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,267,861 | 84,476 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,568,861 | 77,708 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,833,297 | 70,128 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,743,112 | 63,940 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,737,558 | 60,595 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,003,036 | 58,034 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,457,903 | 57,763 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,088,347 | 56,974 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,050,960 | 47,181 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,103,567 | 37,619 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||