Emergent Wealth Advisors, LLC
- SEC CIK
- 0001799880
- Latest filing
- Jul 13, 2026
AEG holding history
Aegon Ltd. in every 13F filed by Emergent Wealth 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 (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −16,500−100.0% | Sold out | Holders |
| Q4 2024 | 16,500 | $97.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 16,500 | $105.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 16,500 | $101.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 16,500 | $99.8K | 0.1% | −25,500−60.7% | Reduced | Holders |
| Q4 2023 | 42,000 | $241.9K | 0.2% | – | No prior filing | Holders |