Position in AFL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,152
+$460 QoQ
Shares Held
61
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,609
of 1,686 holders
Holding Since
Dec 2025
3 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $35,661 across 4 Insurance - Life names. AFL ranks #2 (20.1% of the industry book) .
All Filings in AFL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,152 | 61 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,692 | 61 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,726 | 61 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||