Position in AFL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$852,173
+$286,399 QoQ
Shares Held
7,268
+40.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#768
of 1,687 holders
Holding Since
Dec 2024
7 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $2,668,482 across 4 Insurance - Life names. AFL ranks #2 (31.9% of the industry book) .
All Filings in AFL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $852,173 | 7,268 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $565,774 | 5,157 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $378,887 | 3,436 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $380,897 | 3,410 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $358,880 | 3,403 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $379,602 | 3,414 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $353,454 | 3,417 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||