Position in AEG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$726,430
-$74,014 QoQ
Shares Held
86,070
-21.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 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, 2026Abacus Wealth Partners, LLC holds $6,412,410 across 3 Insurance - Diversified names. AEG ranks #3 (11.3% of the industry book) .
All Filings in AEG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $726,430 | 86,070 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $800,444 | 110,254 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $843,358 | 109,385 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||