Position in AEG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$281,431
+$39,347 QoQ
Shares Held
33,345
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#120
of 303 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $56,747,798 across 5 Insurance - Diversified names. AEG ranks #3 (0.5% of the industry book) .
All Filings in AEG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,431 | 33,345 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $242,084 | 33,345 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $257,174 | 33,356 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $272,874 | 34,152 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $228,472 | 31,557 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $207,960 | 31,557 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||