Position in AFL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$206,594
-$627,092 QoQ
Shares Held
1,762
-76.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,361
of 1,687 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $3,824,897 across 6 Insurance - Life names. AFL ranks #6 (5.4% of the industry book) .
All Filings in AFL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,594 | 1,762 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $833,686 | 7,599 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $855,915 | 7,762 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||