Dynasty Wealth Management, LLC

Position in AEG — Aegon Ltd.

CIK 1727599 ST. PETERSBURG, FL

Position in AEG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$262,298

+$110,957 QoQ

Shares Held

31,078

+49.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#125

of 303 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Dynasty Wealth Management, LLC holds $1,105,100 across 4 Insurance - Diversified names. AEG ranks #3 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AIG	American International Group, Inc.	4,023	$299,834
2	BRK-B	Berkshire Hathaway Inc	567	$283,721
3	AEG	Aegon Ltd. This page	31,078	$262,298
4	ACGL	Arch Capital Group Ltd.	2,671	$259,247

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,298	31,078	+49.1%	Shares	Sole	2026-08-13
2026-03-31	$151,341	20,846	+47.4%	Shares	Sole	2026-05-14
2025-12-31	$109,073	14,147	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.