Position in AFRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,515,498
+$4,169,083 QoQ
Shares Held
116,683
0.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#129
of 654 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Allen Investment Management, LLC holds $340,598,244 across 5 Credit Services names. AFRM ranks #3 (2.8% of the industry book) .
All Filings in AFRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,515,498 | 116,683 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $5,346,415 | 116,683 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $8,684,715 | 116,683 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $8,527,193 | 116,683 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $8,067,462 | 116,683 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $5,272,904 | 116,683 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $7,105,994 | 116,683 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $6,573,816 | 161,044 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $4,865,139 | 161,044 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $6,000,499 | 161,044 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $7,913,702 | 161,044 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,447,611 | 162,088 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,484,809 | 162,088 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $1,826,731 | 162,088 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,567,390 | 162,088 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,040,770 | 162,088 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $2,927,309 | 162,088 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $7,501,432 | 162,088 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $16,299,569 | 162,088 | Shares | Defined | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||