Heritage Trust Co

SEC CIK: 0001706028
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

AEG holding history

Aegon Ltd. in every 13F filed by Heritage Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AEG overview All 13F holders of AEG Full Q2 2026 holdings

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2021

Holdings of AEG by Heritage Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−193,267−100.0%	Sold out	Holders
Q2 2022	193,267	$847.0K	0.1%	+121,373+168.8%	Added	Holders
Q1 2022	71,894	$380.0K	0.1%	+53,568+292.3%	Added	Holders
Q4 2021	18,326	$91.0K	<0.1%	+18,326	New	Holders