Position in AFL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$914,901
+$80,667 QoQ
Shares Held
7,803
+2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#749
of 1,686 holders
Holding Since
Mar 2025
6 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, 2026VestGen Advisors, LLC holds $2,606,704 across 5 Insurance - Life names. AFL ranks #1 (35.1% of the industry book) .
All Filings in AFL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $914,901 | 7,803 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $834,234 | 7,604 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,308,684 | 11,868 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,588,150 | 14,218 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,315,508 | 12,474 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,005,311 | 18,035 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||