Caldwell Trust Co
- SEC CIK
- 0002080218
- Latest filing
- Aug 3, 2026
AEG holding history
Aegon Ltd. in every 13F filed by Caldwell Trust Co, 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)
- 469
- Value
- $3.96K
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 469 | $3.96K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 469 | $3.40K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 469 | $3.62K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 469 | $3.75K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 469 | $3.40K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 469 | $3.09K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 469 | $2.76K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 469 | $3.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 469 | $2.88K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 469 | $2.84K | <0.1% | +469 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −16,485−100.0% | Sold out | Holders |
| Q2 2022 | 16,485 | $72.2K | <0.1% | +16,485 | New | Holders |