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Livermore
Livermore
ZHEN

Ellevest, Inc.

SEC CIK
0001644128
Latest filing
Aug 10, 2026

AEG holding history

Aegon Ltd. in every 13F filed by Ellevest, Inc., 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)
33,721
Value
$284.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of AEG by Ellevest, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202633,721$284.6K<0.1%+535+1.6%AddedHolders
Q1 202633,186$240.9K<0.1%−2,704−7.5%ReducedHolders
Q4 202535,890$276.7K<0.1%−203−0.6%ReducedHolders
Q3 202536,093$288.4K<0.1%−9,258−20.4%ReducedHolders
Q2 202545,351$328.3K0.1%−6,496−12.5%ReducedHolders
Q1 202551,847$341.7K<0.1%−4,658−8.2%ReducedHolders
Q4 202456,505$332.8K<0.1%−7,224−11.3%ReducedHolders
Q3 202463,729$407.2K<0.1%−4,697−6.9%ReducedHolders
Q2 202468,426$419.5K<0.1%+9,855+16.8%AddedHolders
Q1 202458,571$354.4K<0.1%+7,359+14.4%AddedHolders
Q4 202351,212$295.0K<0.1%+51,212NewHolders
Q3 20230$00.0%−30,271−100.0%Sold outHolders
Q2 202330,271$153.5K<0.1%+4,461+17.3%AddedHolders
Q1 202325,810$111.0K<0.1%−9,966−27.9%ReducedHolders
Q4 202235,776$180.3K<0.1%+19,994+126.7%AddedHolders
Q3 202215,782$62.0K<0.1%−14,643−48.1%ReducedHolders
Q2 202230,425$133.0K<0.1%+14,039+85.7%AddedHolders
Q1 202216,386$87.0K<0.1%−1,602−8.9%ReducedHolders
Q4 202117,988$89.0K<0.1%+2,527+16.3%AddedHolders
Q3 202115,461$79.0K<0.1%−154−1.0%ReducedHolders
Q2 202115,615$64.0K<0.1%−245−1.5%ReducedHolders
Q1 202115,860$75.0K<0.1%––Holders

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