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Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

AEG holding history

Aegon Ltd. in every 13F filed by Greenleaf Trust, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AEG overviewAll 13F holders of AEGFull Q2 2026 holdings

Shares (Q2 2026)
152,857
Value
$1.29M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AEG by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026152,857$1.29M<0.1%00.0%UnchangedHolders
Q1 2026152,857$1.11M<0.1%−619−0.4%ReducedHolders
Q4 2025153,476$1.18M<0.1%+345+0.2%AddedHolders
Q3 2025153,131$1.22M<0.1%00.0%UnchangedHolders
Q2 2025153,131$1.11M<0.1%−1,387−0.9%ReducedHolders
Q1 2025154,518$1.02M<0.1%00.0%UnchangedHolders
Q4 2024154,518$910.1K<0.1%00.0%UnchangedHolders
Q3 2024154,518$987.4K<0.1%+210+0.1%AddedHolders
Q2 2024154,308$945.9K<0.1%00.0%UnchangedHolders
Q1 2024154,308$933.6K<0.1%+140+0.1%AddedHolders
Q4 2023154,168$888.0K<0.1%+360.0%AddedHolders
Q3 2023154,132$739.8K<0.1%+254+0.2%AddedHolders
Q2 2023153,878$780.2K<0.1%−13,080−7.8%ReducedHolders
Q1 2023166,958$717.9K<0.1%−3,142−1.8%ReducedHolders
Q4 2022170,100$857.0K<0.1%+2,607+1.6%AddedHolders
Q3 2022167,493$663.0K<0.1%+8,051+5.0%AddedHolders
Q2 2022159,442$698.0K<0.1%+2,620+1.7%AddedHolders
Q1 2022156,822$830.0K<0.1%+193+0.1%AddedHolders
Q4 2021156,629$774.0K<0.1%+14,933+10.5%AddedHolders
Q3 2021141,696$721.0K<0.1%−7,672−5.1%ReducedHolders
Q2 2021149,368$617.0K<0.1%−413−0.3%ReducedHolders
Q1 2021149,781$708.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.