Position in AFRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,795,676
+$3,063,796 QoQ
Shares Held
71,069
+19.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#162
of 654 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Derivatives in AFRM
reported options exposure · as of Mar 31, 2023CallValue
$2,700
CallShares
5,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Creative Planning holds $704,705,365 across 34 Credit Services names. AFRM ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
893,823 | $306,661,732 | |
| 2 | MA |
Mastercard Inc
|
296,884 | $152,479,622 | |
| 3 | AXP |
American Express Co
|
278,355 | $94,153,578 | |
| 4 | COF |
Capital One Financial Corp
|
270,916 | $54,351,167 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
436,591 | $18,851,998 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
50,456 | $10,914,641 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
175,073 | $10,674,199 | |
| 8 | ENVA |
Enova International, Inc.
|
28,187 | $6,785,456 |
All Filings in AFRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,795,676 | 71,069 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,731,880 | 59,622 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,429,767 | 32,645 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,070,575 | 28,333 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,569,477 | 22,700 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $910,442 | 20,147 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $830,188 | 13,632 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $513,107 | 12,570 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $339,196 | 11,228 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $376,176 | 10,096 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $511,056 | 10,400 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $596,049 | 28,023 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $400,450 | 26,122 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $280,656 | 24,903 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $2,700 | 5,000 | Call | Sole | 2023-05-15 | |
| 2022-12-31 | $217,255 | 22,467 | Shares | Sole | 2023-02-10 | |
| 2022-12-31 | $3,884 | 5,000 | Call | Sole | 2023-02-10 | |
| 2022-09-30 | $375,012 | 19,990 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $285,853 | 15,828 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $384,633 | 8,311 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $5,000 | 800 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $524,742 | 7,420 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||