Position in AEG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$670,338
-$298,973 QoQ
Shares Held
79,424
-40.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#77
of 303 holders
Holding Since
Dec 2023
9 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, 2026Wealthstar Advisors, LLC holds $670,338 across 1 Insurance - Diversified name. AEG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEG |
Aegon Ltd.
This page
|
79,424 | $670,338 |
All Filings in AEG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $670,338 | 79,424 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $969,311 | 133,514 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $657,053 | 85,221 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $673,229 | 84,259 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $702,236 | 96,994 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $626,307 | 95,039 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $601,286 | 102,086 | Shares | Sole | 2025-01-28 | |
| 2024-03-31 | $585,016 | 96,697 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $533,773 | 92,669 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||