INDEPENDENT FINANCIAL GROUP, LLC

Position in AFL — Aflac Inc

CIK 275484 SAN DIEGO, CA

Position in AFL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$945,738

+$175,245 QoQ

Shares Held

8,066

+14.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#735

of 1,686 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $2,520,266 across 5 Insurance - Life names. AFL ranks #1 (37.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	8,066	$945,738
2	MFC	Manulife Financial Corp	12,173	$493,128
3	PRU	Prudential Financial Inc	3,713	$400,744
4	LNC	Lincoln National Corp	9,755	$344,839
5	MET	Metlife Inc	3,969	$335,817

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$945,738	8,066	+14.9%	Shares	Sole	2026-07-15
2026-03-31	$770,493	7,023	+7.3%	Shares	Sole	2026-05-15
2025-12-31	$722,047	6,548	-2.0%	Shares	Sole	2026-05-15
2025-09-30	$746,156	6,680	+0.2%	Shares	Sole	2026-05-15
2025-06-30	$702,785	6,664	+4.2%	Shares	Sole	2026-05-15
2025-03-31	$710,948	6,394	-1.7%	Shares	Sole	2026-05-19
2024-12-31	$672,980	6,506	-11.3%	Shares	Sole	2026-06-12
2024-09-30	$819,829	7,333	+12.6%	Shares	Sole	2026-06-12
2024-06-30	$581,586	6,512	+1.9%	Shares	Sole	2026-06-12
2024-03-31	$548,731	6,391	-11.2%	Shares	Sole	2026-06-12
2023-12-31	$593,505	7,194	+29.4%	Shares	Sole	2026-06-12
2023-09-30	$426,653	5,559	-2.6%	Shares	Sole	2026-06-12
2023-06-30	$398,278	5,706	-4.9%	Shares	Sole	2026-06-12
2023-03-31	$387,313	6,003	-4.4%	Shares	Sole	2026-06-12
2022-12-31	$451,855	6,281	-4.7%	Shares	Sole	2026-06-15
2022-09-30	$370,414	6,591	+14.9%	Shares	Sole	2026-06-15
2022-06-30	$317,428	5,737	+0.1%	Shares	Sole	2026-06-12
2022-03-31	$368,890	5,729	-27.9%	Shares	Sole	2026-06-12
2021-12-31	$463,908	7,945	+59.0%	Shares	Sole	2026-06-15
2021-09-30	$260,545	4,998	+11.2%	Shares	Sole	2026-06-15
2021-06-30	$241,255	4,496	+12.5%	Shares	Sole	2026-06-15
2021-03-31	$204,515	3,996	-29.8%	Shares	Sole	2026-06-15
2020-12-31	$253,256	5,695	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.