DIVERSIFY WEALTH MANAGEMENT, LLC

Position in AEG — Aegon Ltd.

CIK 2030780 SANDY, UT

Position in AEG

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$1,340,696

+$166,957 QoQ

Shares Held

184,669

+21.3% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $15,720,776 across 4 Insurance - Diversified names. AEG ranks #2 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	27,200	$13,034,240
2	AEG	Aegon Ltd. This page	184,669	$1,340,696
3	AIG	American International Group, Inc.	10,406	$783,051
4	SLF	Sun Life Financial Inc	8,996	$562,789

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,340,696	184,669	+21.3%	Shares	Sole	2026-05-01
2025-12-31	$1,173,739	152,236	+2.6%	Shares	Sole	2026-02-03
2025-09-30	$1,185,196	148,335	+3.4%	Shares	Sole	2025-11-12
2025-06-30	$1,039,063	143,517	+18.9%	Shares	Sole	2025-08-14
2025-03-31	$795,702	120,744	+10.6%	Shares	Sole	2025-05-01
2024-12-31	$643,305	109,220	+19.8%	Shares	Sole	2025-01-16
2024-09-30	$582,359	91,136	+6.4%	Shares	Sole	2024-10-25
2024-06-30	$525,120	85,664	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.