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AFLAC Incorporated shares owned by Caliber Wealth Management, Llc / Ks

Quarter-by-quarter ownership of AFLAC Incorporated (AFL) shares owned by Caliber Wealth Management, Llc / Ks from 13F filings

Historical chart of Caliber Wealth Management, Llc / Ks investment in AFLAC Incorporated

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All positions including AFLAC Incorporated held by Caliber Wealth Management, Llc / Ks consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in AFLAC Incorporated by Caliber Wealth Management, Llc / Ks

Quarter filed Position value Share count Share price at filing
2025-12-31 $272k 2.5k 110.27
2025-09-30 $231k 2.1k 111.70
2025-06-30 $230k 2.2k 105.47

More positions owned by Caliber Wealth Management, Llc / Ks

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Innovator Etfs Trust Equity Defined P (ZMAR)
Ishares Silver Tr Ishares (SLV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr State Street Tec (XLK)

View all positions for Caliber Wealth Management, Llc / Ks

Top funds holding AFLAC Incorporated

Vanguard Group
Japan Post Holdings
BlackRock
State Street Corporation
Wells Fargo & Company
Geode Capital Management
Northern Trust
Dimensional Fund Advisors
Ubs Global Asset Management Americas
Norges Bank Investment Management
Legal & General Group
Invesco
Goldman Sachs Group
Charles Schwab Investment Management
Bank of New York Mellon

View all funds holding AFLAC Incorporated