AFLAC Incorporated shares owned by Caldwell Trust
Quarter-by-quarter ownership of AFLAC Incorporated (AFL) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in AFLAC Incorporated
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Quarterly reported holdings in AFLAC Incorporated by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $473k | 4.2k | 111.70 |
| 2021-12-31 | $788k | 14k | 58.39 |
| 2021-09-30 | $703k | 14k | 52.13 |
| 2021-06-30 | $724k | 14k | 53.66 |
| 2021-03-31 | $639k | 13k | 51.18 |
| 2020-12-31 | $555k | 13k | 44.47 |
| 2020-09-30 | $570k | 16k | 36.35 |
| 2020-06-30 | $574k | 16k | 36.03 |
| 2020-03-31 | $545k | 16k | 34.24 |
| 2019-12-31 | $823k | 16k | 52.90 |