AFL AFLAC INC

Ownership history in Nicholas Wealth, LLC.  ·  12 quarters on record

AI Ownership Summary

Nicholas Wealth, LLC. reported AFLAC INC (AFL) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 4.99% in 2024 Q3. The latest visible filing shows AFL at 0.67% 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 Nicholas Wealth, 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 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.99% in 2024 Q3

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

Time in book
Holding Window
2023 Q3 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.

How Nicholas Wealth, LLC. held AFL — position size vs. price
% of Fund (quarterly)    AFL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 12 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9,113 -50,287 -84.7% 0.67% $1.0M 2026-02-14 (Est.) $114.30
2025 Q3 REDUCED 59,400 -19,110 -24.3% 0.04% $97K 2025-10-20 $107.63
2025 Q3 ADDED 78,510 +19,110 +32.2% 3.66% $8.8M 2025-10-20 $107.63
2025 Q2 REDUCED 59,400 -16,066 -21.3% 0.01% $29K 2025-08-11 $102.52
2025 Q2 ADDED 75,466 +2,146 +2.9% 3.87% $8.0M 2025-08-11 $102.52
2025 Q1 ADDED 73,320 +342 +0.5% 4.72% $8.2M 2025-05-06 $103.65
2024 Q4 ADDED 72,978 +734 +1.0% 4.02% $7.5M 2025-01-14 $100.89
2024 Q3 REDUCED 72,244 -2,766 -3.7% 4.99% $8.1M 2024-10-29 $106.58
2024 Q2 ADDED 75,010 +719 +1.0% 4.70% $6.7M 2024-08-05 $93.70
2024 Q1 ADDED 74,291 +7,414 +11.1% 4.81% $6.4M 2024-04-19 $79.80
2023 Q4 ADDED 66,877 +145 +0.2% 4.71% $5.5M 2024-01-11 $78.79
2023 Q3 INITIATED 66,732 4.71% $5.1M 2023-10-25 $74.18

FAQ About Nicholas Wealth, 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 Nicholas Wealth, LLC. reported owning AFL?

Nicholas Wealth, LLC. reported AFL across 12 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AFL position in Nicholas Wealth, LLC.'s portfolio?

The largest reported portfolio weight for AFL was 4.99% in 2024 Q3.

What is the latest reported AFL position on this page?

The most recent filing on this page is 2025 Q4, when Nicholas Wealth, LLC. reported 9,113 shares, equal to 0.67% of portfolio, with an estimated market value of $1.0M.

What does the chart on this AFL ownership page compare?

The chart compares Nicholas Wealth, 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.

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