Position in AFRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$313,478
-$1,218,926 QoQ
Shares Held
3,844
-88.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#443
of 654 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Derivatives in AFRM
reported options exposure · as of Mar 31, 2026CallValue
$144,251
CallShares
17,200
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, 2026Royal Fund Management, LLC holds $1,162,482 across 3 Credit Services names. AFRM ranks #3 (27.0% of the industry book) .
All Filings in AFRM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,478 | 3,844 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $144,251 | 17,200 | Call | Sole | 2026-05-19 | |
| 2026-03-31 | $1,532,404 | 33,444 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $985,750 | 13,244 | Shares | Sole | 2026-01-15 | |
| 2025-12-31 | $595 | 8 | Call | Sole | 2026-01-15 | |
| 2025-03-31 | $899,009 | 19,894 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $451,900 | 10,000 | Call | Sole | 2025-05-14 | |
| 2024-09-30 | $249,002 | 6,100 | Call | Sole | 2024-10-08 | |
| 2024-09-30 | $797,786 | 19,544 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,827,705 | 60,500 | Call | Sole | 2024-07-18 | |
| 2024-06-30 | $2,427,192 | 80,344 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,176,191 | 85,244 | Shares | Sole | 2024-04-11 | |
| 2024-03-31 | $2,537,406 | 68,100 | Call | Sole | 2024-04-11 | |
| 2023-12-31 | $289,926 | 5,900 | Call | Sole | 2024-02-06 | |
| 2023-12-31 | $1,068,500 | 21,744 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||