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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AEG holding history

Aegon Ltd. in every 13F filed by Creative Planning, 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)
685,666
Value
$5.79M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AEG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026685,666$5.79M<0.1%+159,718+30.4%AddedHolders
Q1 2026525,948$3.82M<0.1%+21,215+4.2%AddedHolders
Q4 2025504,733$3.89M<0.1%+24,053+5.0%AddedHolders
Q3 2025480,680$3.84M<0.1%+79,579+19.8%AddedHolders
Q2 2025401,101$2.90M<0.1%+55,028+15.9%AddedHolders
Q1 2025346,073$2.28M<0.1%−3,061−0.9%ReducedHolders
Q4 2024349,134$2.06M<0.1%+13,799+4.1%AddedHolders
Q3 2024335,335$2.14M<0.1%−39,928−10.6%ReducedHolders
Q2 2024375,263$2.30M<0.1%+69,405+22.7%AddedHolders
Q1 2024305,858$1.85M<0.1%+48,634+18.9%AddedHolders
Q4 2023257,224$1.48M<0.1%+25,702+11.1%AddedHolders
Q3 2023231,522$1.11M<0.1%+5,158+2.3%AddedHolders
Q2 2023226,364$1.15M<0.1%+62,534+38.2%AddedHolders
Q1 2023163,830$704.5K<0.1%−7,533−4.4%ReducedHolders
Q4 2022171,363$863.7K<0.1%+82,092+92.0%AddedHolders
Q3 202289,271$354.0K<0.1%+21,370+31.5%AddedHolders
Q2 202267,901$297.0K<0.1%+6,902+11.3%AddedHolders
Q1 202260,999$323.0K<0.1%+1,379+2.3%AddedHolders
Q4 202159,620$295.0K<0.1%−3,350−5.3%ReducedHolders
Q3 202162,970$321.0K<0.1%+7,225+13.0%AddedHolders
Q2 202155,745$230.0K<0.1%−8,901−13.8%ReducedHolders
Q1 202164,646$306.0K<0.1%––Holders

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