Position in AEG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$599,315
+$83,790 QoQ
Shares Held
71,009
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.82%
of 13F equity value
Holder Rank
#85
of 303 holders
Holding Since
Dec 2024
7 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, 2026OLIO Financial Planning holds $1,545,552 across 2 Insurance - Diversified names. AEG ranks #2 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,891 | $946,237 | |
| 2 | AEG |
Aegon Ltd.
This page
|
71,009 | $599,315 |
All Filings in AEG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,315 | 71,009 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $515,525 | 71,009 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $547,479 | 71,009 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $672,350 | 84,149 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $609,238 | 84,149 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $554,541 | 84,149 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $495,637 | 84,149 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||