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Livermore
Livermore
ZHEN

Phillips Wealth Planners LLC

SEC CIK
0001962628
Latest filing
Aug 7, 2026

AFL holding history

Aflac Inc in every 13F filed by Phillips Wealth Planners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AFL overviewAll 13F holders of AFLFull Q2 2026 holdings

Shares (Q2 2026)
6,439
Value
$782.3K
% of portfolio
0.6%
Quarters held
14
Since Q1 2023
Holdings of AFL by Phillips Wealth Planners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,439$782.3K0.6%00.0%UnchangedHolders
Q1 20266,439$743.6K0.6%00.0%UnchangedHolders
Q4 20256,439$699.0K0.6%00.0%UnchangedHolders
Q3 20256,439$728.1K0.6%00.0%UnchangedHolders
Q2 20256,439$664.8K0.6%−214−3.2%ReducedHolders
Q1 20256,653$710.7K0.8%+100+1.5%AddedHolders
Q4 20246,553$661.8K0.7%+100+1.5%AddedHolders
Q3 20246,453$738.1K0.7%−89−1.4%ReducedHolders
Q2 20246,542$590.2K0.6%+200+3.2%AddedHolders
Q1 20246,342$510.1K0.6%−29−0.5%ReducedHolders
Q4 20236,371$532.7K0.6%−70−1.1%ReducedHolders
Q3 20236,441$512.4K0.7%+20.0%AddedHolders
Q2 20236,439$449.4K0.6%+4+0.1%AddedHolders
Q1 20236,435$452.8K0.6%+6,435NewHolders