Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership9,849 shares
Latest Disclosed Value $ 1,080,522
Wealthcare Advisory Partners LLC reports 5.69% increase in ownership of AFL / Aflac Incorporated

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 9,849 shares of Aflac Incorporated (MX:AFL) valued at $1,080,522 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 9,319 shares of Aflac Incorporated. This represents a change in shares of 5.69% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F AFLAC COM 001055102 9,849 530 5.69 1,081 5.16 0.0210
2026-01-14 2025-12-31 13F AFLAC COM 001055102 9,319 -2,295 -19.76 1,028 -20.82 0.0202
2025-11-07 2025-09-30 13F AFLAC COM 001055102 11,614 15 0.13 1,297 6.05 0.0270
2025-07-22 2025-06-30 13F AFLAC COM 001055102 11,599 -173 -1.47 1,223 -6.50 0.0279
2025-04-15 2025-03-31 13F AFLAC COM 001055102 11,772 937 8.65 1,309 16.79 0.0351
2025-01-15 2024-12-31 13F AFLAC COM 001055102 10,835 266 2.52 1,121 -5.17 0.0311
2024-11-04 2024-09-30 13F AFLAC COM 001055102 10,569 533 5.31 1,182 31.81 0.0337
2024-08-12 2024-06-30 13F AFLAC COM 001055102 10,036 638 6.79 896 11.17 0.0280
2024-04-15 2024-03-31 13F AFLAC COM 001055102 9,398 719 8.28 807 12.57 0.0265
2024-02-06 2023-12-31 13F AFLAC COM 001055102 8,679 18 0.21 716 7.83 0.0285
2023-10-12 2023-09-30 13F AFLAC COM 001055102 8,661 -212 -2.39 665 7.27 0.0305
2023-07-17 2023-06-30 13F AFLAC COM 001055102 8,873 1,651 22.86 619 33.12 0.0277
2023-05-04 2023-03-31 13F AFLAC COM 001055102 7,222 127 1.79 466 -8.82 0.0200
2023-02-13 2022-12-31 13F AFLAC COMMON 001055102 7,095 1,108 18.51 510 51.79 0.0244
2022-11-14 2022-09-30 13F AFLAC COMMON 001055102 5,987 57 0.96 336 2.44 0.0192
2022-08-15 2022-06-30 13F AFLAC COMMON 001055102 5,930 369 6.64 328 -8.38 0.0198
2022-04-15 2022-03-31 13F AFLAC COMMON 001055102 5,561 574 11.51 358 23.02 0.0217
2022-02-11 2021-12-31 13F AFLAC COMMON 001055102 4,987 -534 -9.67 291 1.04 0.0174
2021-11-15 2021-09-30 13F AFLAC Equity 001055102 5,521 421 8.25 288 5.11 0.0188
2021-08-16 2021-06-30 13F AFLAC COMMON 001055102 5,100 77 1.53 274 6.61 0.0183
2021-04-30 2021-03-31 13F AFLAC COMMON 001055102 5,023 278 5.86 257 21.80 0.0186
2021-02-12 2020-12-31 13F AFLAC COMMON 001055102 4,745 4,745 211 0.0187
2020-07-29 2020-06-30 13F AFLAC COMMON 001055102 0 -4,787 -100.00 0 -100.00
2020-04-29 2020-03-31 13F AFLAC COMMON 001055102 4,787 -214 -4.28 164 -38.11 0.0240
2020-01-29 2019-12-31 13F AFLAC COMMON 001055102 5,001 24 0.48 265 1.92 0.0337
2019-10-16 2019-09-30 13F AFLAC COMMON 001055102 4,977 9 0.18 260 -4.41 0.0377
2019-07-30 2019-06-30 13F AFLAC COMMON 001055102 4,968 -1,873 -27.38 272 -20.47 0.0431
2019-05-13 2019-03-31 13F AFLAC COMMON 001055102 6,841 -61 -0.88 342 8.92 0.0583
2019-02-14 2018-12-31 13F AFLAC COMMON 001055102 6,902 8 0.12 314 -3.09 0.0609
2018-11-14 2018-09-30 13F AFLAC COMMON 001055102 6,894 9 0.13 324 9.46 0.0595
2018-08-13 2018-06-30 13F AFLAC COMMON 001055102 6,885 6 0.09 296 -1.66 0.0580
2018-05-14 2018-03-31 13F AFLAC COMMON 001055102 6,879 3,342 94.49 301 -2.90 0.0680
2018-02-14 2017-12-31 13F AFLAC COMMON 001055102 3,537 104 3.03 310 11.11 0.0797
2017-11-15 2017-09-30 13F AFLAC COMMON 001055102 3,433 3,433 279 0.0829
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.