AFLAC Incorporated shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of AFLAC Incorporated (AFL) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in AFLAC Incorporated
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All positions including AFLAC Incorporated held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in AFLAC Incorporated by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $17M | 160k | 105.46 |
| 2025-03-31 | $8.8M | 79k | 111.19 |
| 2024-12-31 | $8.3M | 80k | 103.44 |
| 2024-09-30 | $19M | 168k | 111.80 |
| 2023-12-31 | $251k | 3.0k | 82.50 |
| 2023-09-30 | $206k | 2.7k | 76.75 |
| 2022-12-31 | $205k | 2.9k | 71.94 |
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