Position in AEG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$14,677
+$2,052 QoQ
Shares Held
1,739
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#226
of 303 holders
Holding Since
Dec 2023
11 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, 2026MONTAG A & ASSOCIATES INC holds $23,089,399 across 4 Insurance - Diversified names. AEG ranks #4 (0.1% of the industry book) .
All Filings in AEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,677 | 1,739 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $12,625 | 1,739 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $13,407 | 1,739 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $13,894 | 1,739 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,375 | 190 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,252 | 190 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,119 | 190 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,214 | 190 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,164 | 190 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,149 | 190 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $5,834 | 1,013 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||