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A&I FINANCIAL SERVICES, LLC: AES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A&I FINANCIAL SERVICES, LLC on AES, newest first. How the timeline and the estimate are built.

A&I FINANCIAL SERVICES, LLC held 55,443 AES shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,443 shares
    Change vs previous 13F +4,524 shares

    0.35% of the 13F portfolio, value $812,808.

    13F-HR 0001728031-26-000003 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 50,919 shares
    Change vs previous 13F -1,596 shares

    0.34% of the 13F portfolio, value $717,453.

    13F-HR 0001728031-26-000002 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 52,515 shares
    Change vs previous 13F +3,117 shares

    0.36% of the 13F portfolio, value $753,067.

    13F-HR 0001728031-26-000001 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 49,398 shares
    Change vs previous 13F -1,234 shares

    0.37% of the 13F portfolio, value $759,245.

    13F-HR 0001728031-25-000004 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,632 shares
    Change vs previous 13F +3,888 shares

    0.3% of the 13F portfolio, value $532,644.

    13F-HR 0001085146-25-003777 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 46,744 shares
    Change vs previous 13F +18,305 shares

    0.39% of the 13F portfolio, value $580,563.

    13F-HR 0001085146-25-002528 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,439 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $366,012.

    13F-HR 0001085146-25-000813 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).