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Livermore
Livermore
ZHEN

Ritholtz Wealth Management

SEC CIK
0001698218
Latest filing
Aug 11, 2026

AEG holding history

Aegon Ltd. in every 13F filed by Ritholtz Wealth Management, 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)
67,988
Value
$573.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AEG by Ritholtz Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202667,988$573.8K<0.1%+11,427+20.2%AddedHolders
Q1 202656,561$410.6K<0.1%−5,926−9.5%ReducedHolders
Q4 202562,487$481.8K<0.1%+13,136+26.6%AddedHolders
Q3 202549,351$394.3K<0.1%−160.0%ReducedHolders
Q2 202549,367$357.4K<0.1%+39+0.1%AddedHolders
Q1 202549,328$325.1K<0.1%00.0%UnchangedHolders
Q4 202449,328$290.5K<0.1%−745−1.5%ReducedHolders
Q3 202450,073$320.0K<0.1%−590−1.2%ReducedHolders
Q2 202450,663$310.6K<0.1%−1,134−2.2%ReducedHolders
Q1 202451,797$313.4K<0.1%00.0%UnchangedHolders
Q4 202351,797$298.4K<0.1%−136−0.3%ReducedHolders
Q3 202351,933$249.3K<0.1%−70.0%ReducedHolders
Q2 202351,940$263.3K<0.1%−1,937−3.6%ReducedHolders
Q1 202353,877$231.7K<0.1%−6,969−11.5%ReducedHolders
Q4 202260,846$306.7K<0.1%−3,719−5.8%ReducedHolders
Q3 202264,565$256.0K<0.1%−452−0.7%ReducedHolders
Q2 202265,017$285.0K<0.1%−1,744−2.6%ReducedHolders
Q1 202266,761$353.0K<0.1%−5,222−7.3%ReducedHolders
Q4 202171,983$356.0K<0.1%−928−1.3%ReducedHolders
Q3 202172,911$371.0K<0.1%−6,936−8.7%ReducedHolders
Q2 202179,847$330.0K<0.1%−16,357−17.0%ReducedHolders
Q1 202196,204$455.0K<0.1%––Holders

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