Position in AFL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$715,551
+$54,440 QoQ
Shares Held
6,103
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#328
of 782 holders
Holding Since
Sep 2024
8 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, 2026Ascentis Wealth Management, LLC holds $1,102,735 across 3 Insurance - Life names. AFL ranks #1 (64.9% of the industry book) .
All Filings in AFL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715,551 | 6,103 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $661,111 | 6,026 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $988,305 | 8,963 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $878,379 | 7,864 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $852,086 | 8,080 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $843,228 | 7,584 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $776,491 | 7,507 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $862,062 | 7,711 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||