Position in AFL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$584,139
+$37,564 QoQ
Shares Held
4,982
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#894
of 1,686 holders
Holding Since
Jun 2020
24 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, 2026INVESTMENT ADVISORY SERVICES INC /TX /ADV holds $1,171,655 across 3 Insurance - Life names. AFL ranks #1 (49.9% of the industry book) .
All Filings in AFL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,139 | 4,982 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $546,575 | 4,982 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $550,137 | 4,989 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $562,856 | 5,039 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $540,904 | 5,129 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $570,293 | 5,129 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $557,334 | 5,388 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $602,378 | 5,388 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $484,863 | 5,429 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $483,220 | 5,628 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $463,815 | 5,622 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $431,488 | 5,622 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $392,415 | 5,622 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $362,731 | 5,622 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $404,446 | 5,622 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $315,956 | 5,622 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $311,065 | 5,622 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $283,316 | 4,400 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $256,916 | 4,400 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $293,074 | 5,622 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $307,471 | 5,730 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $255,835 | 5,753 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $209,121 | 5,753 | Shares | Sole | 2021-03-10 | |
| 2020-06-30 | $207,280 | 5,753 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||