Position in AFL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$473,103
+$196,963 QoQ
Shares Held
4,035
+60.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#985
of 1,687 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, 2026Caliber Wealth Management, LLC / KS holds $1,007,267 across 2 Insurance - Life names. AFL ranks #2 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
13,186 | $534,164 | |
| 2 | AFL |
Aflac Inc
This page
|
4,035 | $473,103 |
All Filings in AFL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,103 | 4,035 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $276,140 | 2,517 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $271,705 | 2,464 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $230,548 | 2,064 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $230,113 | 2,182 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $242,060 | 2,177 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||