Financial Gravity Companies, Inc.

Position in AEG — Aegon Ltd.

CIK 1377167 Lakeway, TX

Position in AEG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$16

New position

Shares Held

2

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#301

of 303 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Financial Gravity Companies, Inc. holds $4,652,523 across 5 Insurance - Diversified names. AEG ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	9,126	$4,566,559
2	HIG	Hartford Insurance Group, Inc.	346	$45,851
3	SLF	Sun Life Financial Inc	317	$24,859
4	ACGL	Arch Capital Group Ltd.	157	$15,238
5	AEG	Aegon Ltd. This page	2	$16

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16	2	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.