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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

AEG holding history

Aegon Ltd. in every 13F filed by Summit Trail Advisors, 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)
17,609
Value
$148.6K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of AEG by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,609$148.6K<0.1%+1,264+7.7%AddedHolders
Q1 202616,345$118.7K<0.1%+16,345NewHolders