AFL — AFLAC INC

Ownership history in INCEPTIONR LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR 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
0.33% (2025 Q3)
Avg. % of fund
0.22%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 12,336 +3,983 +47.7% 0.33% $1.4M $110.53
2025 Q2 ADDED 8,353 +4,182 +100.3% 0.20% $881K $103.79
2023 Q2 REDUCED 4,171 -5,582 -57.2% 0.16% $291K $65.79
2023 Q1 INITIATED 9,753 — — 0.20% $629K $60.43
% of Fund (quarterly)    AFL price (monthly, adj. close)

Other funds also holding AFL

As of 2025 Q4 — sorted by position size

Japan Post Holdings Co., Ltd. 3Y 100.0% Dorato Capital Management 15.66% PhiloSmith Capital Corp 3Y 8.12% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 7.68% PACES FERRY WEALTH ADVISORS, LLC 3Y 5.57% Guinness Asset Management LTD 3Y 7Y 4.09% TANAKA CAPITAL MANAGEMENT INC 3Y 7Y 4.09% LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 4.06% EDMP, INC. 3Y 7Y 3.89% PENINSULA ASSET MANAGEMENT INC 3Y 7Y 3.39%
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