Position in AFL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$707,252
+$148,719 QoQ
Shares Held
6,032
+18.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#835
of 1,687 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $1,295,809 across 3 Insurance - Life names. AFL ranks #1 (54.6% of the industry book) .
All Filings in AFL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,252 | 6,032 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $558,533 | 5,091 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $765,494 | 6,942 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $772,182 | 6,913 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $507,157 | 4,809 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $407,956 | 3,669 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $364,315 | 3,522 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $393,759 | 3,522 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $314,549 | 3,522 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $302,398 | 3,522 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $290,565 | 3,522 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $270,313 | 3,522 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $245,835 | 3,522 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $227,239 | 3,522 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $259,847 | 3,612 | Shares | Sole | 2023-01-17 | |
| 2020-06-30 | $163,251 | 4,531 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||