Position in AFL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$189,241
+$11,840 QoQ
Shares Held
1,614
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,381
of 1,686 holders
Holding Since
Mar 2023
14 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $690,386 across 5 Insurance - Life names. AFL ranks #2 (27.4% of the industry book) .
All Filings in AFL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,241 | 1,614 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $177,401 | 1,617 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $200,360 | 1,817 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $202,288 | 1,811 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $190,988 | 1,811 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $201,809 | 1,815 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $187,743 | 1,815 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $202,917 | 1,815 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $162,097 | 1,815 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $181,593 | 2,115 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $185,130 | 2,244 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $172,227 | 2,244 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $175,337 | 2,512 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $151,815 | 2,353 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||