Financial Harvest, LLC AFL β€” AFLAC INC

Ownership history in Financial Harvest, LLC  Β·  4 quarters on record

AI Ownership Summary

Financial Harvest, LLC reported AFLAC INC (AFL) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.81% in 2024 Q4. The latest visible filing shows AFL at 0.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AFL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Harvest, LLC's position in AFLAC INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AFL was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AFL stock page Financial Harvest, LLC fund profile Financial Harvest, LLC full holdings
How Financial Harvest, LLC held AFL β€” position size vs. price
% of Fund (quarterly)    AFL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9.1% +0.0% ❌ 8,406 -838 -9.1% 0.57% $927K 2026-02-14 (Est.) $114.30
2025 Q3 REDUCED β€” β€” β€” 9,244 -4 -0.0% 0.70% $1.0M 2025-10-14 $110.35
2025 Q2 ADDED β€” β€” β€” 9,248 +21 +0.2% 0.73% $975K 2025-07-14 $101.05
2024 Q4 INITIATED β€” β€” β€” 9,227 β€” β€” 0.81% $954K 2025-02-03 $103.86

🏒 Other funds also holding AFL

As of 2026 Q1 β€” sorted by position size

Dorato Capital Management 15.63% Approach Retirement Advisors, LLC 9.73% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 8.29% Longboard Asset Management, LP 4.36% Guinness Asset Management LTD 3Y 7Y 4.08% LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 3.89% EDMP, INC. 3Y 7Y 3.75% JERICHO FINANCIAL, LLP 3.4% CHIRON CAPITAL MANAGEMENT, LLC 3Y 2.62% Exeter Financial, LLC 3Y 7Y 2.57%

FAQ About Financial Harvest, LLC and AFL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Harvest, LLC reported owning AFL?

Financial Harvest, LLC reported AFL across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported AFL position in Financial Harvest, LLC's portfolio?

The largest reported portfolio weight for AFL was 0.81% in 2024 Q4.

What is the latest reported AFL position on this page?

The most recent filing on this page is 2025 Q4, when Financial Harvest, LLC reported 8,406 shares, equal to 0.57% of portfolio, with an estimated market value of $927K.

What does the chart on this AFL ownership page compare?

The chart compares Financial Harvest, LLC's quarterly AFL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Financial Harvest, LLC time their AFL position?

Based on 13F filing dates vs. subsequent AFL price moves, Financial Harvest, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on AFL relative to SPY over the holding period was -4.5%.

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