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Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

AEG holding history

Aegon Ltd. in every 13F filed by Perigon Wealth Management, LLC, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2024
Holdings of AEG by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−11,787−100.0%Sold outHolders
Q1 202611,787$85.6K<0.1%+11,787NewHolders
Q2 20250$00.0%−10,074−100.0%Sold outHolders
Q1 202510,074$66.4K<0.1%−409−3.9%ReducedHolders
Q4 202410,483$66.1K<0.1%−54−0.5%ReducedHolders
Q3 202410,537$67.3K<0.1%−394−3.6%ReducedHolders
Q2 202410,931$67.0K<0.1%+407+3.9%AddedHolders
Q1 202410,524$63.7K<0.1%+10,524NewHolders