Position in AFL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$403,340
+$28,791 QoQ
Shares Held
3,440
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,052
of 1,687 holders
Holding Since
Dec 2023
11 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, 2026PDS Planning, Inc holds $1,300,607 across 4 Insurance - Life names. AFL ranks #2 (31.0% of the industry book) .
All Filings in AFL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,340 | 3,440 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $374,549 | 3,414 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $370,727 | 3,362 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $372,407 | 3,334 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $343,377 | 3,256 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $371,485 | 3,341 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $318,698 | 3,081 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $347,586 | 3,109 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $279,004 | 3,124 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $237,059 | 2,761 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $217,470 | 2,636 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||