AFL AFLAC INC

Ownership history in Avior Wealth Management, LLC  ·  46 quarters on record

This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in AFLAC INC (AFL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2020 Q2)
Avg. % of fund
0.01%
First filed
2014 Q1
Last filed
2025 Q3
Quarters held
46
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,803 -211 -10.5% 0.01% $201K $110.53
2025 Q1 ADDED 2,014 +4 +0.2% 0.01% $224K $108.83
2024 Q4 ADDED 2,010 +427 +27.0% 0.01% $208K $100.68
2024 Q3 ADDED 1,583 +6 +0.4% 0.01% $177K $108.33
2024 Q2 REDUCED 1,577 -1,249 -44.2% 0.01% $141K $86.12
2024 Q1 ADDED 2,826 +1,865 +194.1% 0.01% $243K $82.33
2023 Q4 REDUCED 961 -218 -18.5% 0.00% $79K $78.61
2023 Q3 REDUCED 1,179 -50 -4.1% 0.01% $91K $72.75
2023 Q2 ADDED 1,229 +203 +19.8% 0.01% $86K $65.79
2023 Q1 REDUCED 1,026 -238 -18.8% 0.00% $66K $60.43
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AFL price (monthly, adj. close)
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