AFLAC Incorporated shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of AFLAC Incorporated (AFL) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in AFLAC Incorporated
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Quarterly reported holdings in AFLAC Incorporated by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 14k | 111.70 |
| 2025-06-30 | $1.5M | 15k | 105.46 |
| 2025-03-31 | $1.7M | 15k | 111.19 |
| 2024-12-31 | $1.6M | 15k | 103.44 |
| 2024-09-30 | $470k | 4.2k | 111.81 |
| 2024-06-30 | $394k | 4.4k | 89.31 |
| 2024-03-31 | $370k | 4.3k | 85.87 |
| 2023-09-30 | $331k | 4.3k | 76.77 |
| 2023-06-30 | $301k | 4.3k | 69.81 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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