Position in AFL
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$12,311
+$5,948 QoQ
Shares Held
105
+81.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,578
of 1,686 holders
Holding Since
Dec 2023
10 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, 2026Dogwood Wealth Management LLC holds $53,539 across 7 Insurance - Life names. AFL ranks #2 (23.0% of the industry book) .
All Filings in AFL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,311 | 105 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $6,363 | 58 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,623 | 51 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,797 | 34 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,741 | 26 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,667 | 15 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $9 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $7 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $6 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $10 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||