Position in AEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,596,000
+$1,062,000 QoQ
Shares Held
900,000
0.0% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
#20
of 303 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Private Wealth Asset Management, LLC holds $25,669,279 across 5 Insurance - Diversified names. AEG ranks #2 (29.6% 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 | $7,596,000 | 900,000 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,534,000 | 900,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,939,909 | 900,118 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,191,942 | 900,118 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,516,854 | 900,118 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,590,777 | 1,000,118 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||