Position in AFL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,520,012
+$289,698 QoQ
Shares Held
47,079
-1.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#349
of 1,686 holders
Holding Since
Mar 2020
26 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, 2026BURNEY CO/ holds $13,886,267 across 5 Insurance - Life names. AFL ranks #1 (39.8% of the industry book) .
All Filings in AFL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,520,012 | 47,079 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,230,314 | 47,674 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,324,276 | 48,284 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,409,631 | 48,430 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,190,319 | 49,216 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,651,009 | 50,823 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,714,646 | 55,246 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $6,214,291 | 55,584 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $5,039,852 | 56,431 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $5,047,451 | 58,787 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $5,016,660 | 60,808 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,743,610 | 61,806 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,547,330 | 65,148 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,432,136 | 68,694 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,894,437 | 68,035 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,844,642 | 68,410 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,802,886 | 68,731 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,491,910 | 69,761 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,102,539 | 70,261 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,684,131 | 70,672 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,834,865 | 71,466 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,703,794 | 72,368 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,330,847 | 74,901 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,839,916 | 78,127 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $2,931,797 | 81,371 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,796,175 | 81,664 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||