Position in AFL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$14,421
+$927 QoQ
Shares Held
123
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,563
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, 2026Marshall & Sterling Wealth Advisors Inc. holds $108,551 across 4 Insurance - Life names. AFL ranks #2 (13.3% 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 | $14,421 | 123 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $13,494 | 123 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,452 | 122 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,967 | 134 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $20,246 | 192 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $32,577 | 293 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,067 | 165 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||