AA Financial Advisors, LLC: CEG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AA Financial Advisors, LLC on CEG, newest first. How the timeline and the estimate are built.
AA Financial Advisors, LLC held 3,105 CEG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 3,105 sharesChange vs previous 13F +63 shares
0.09% of the 13F portfolio, value $771,189.
13F-HR 0002085853-26-000768 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,042 sharesChange vs previous 13F +70 shares
0.12% of the 13F portfolio, value $849,479.
13F-HR 0002085853-26-000433 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,972 sharesChange vs previous 13F +131 shares
0.19% of the 13F portfolio, value $1,049,918.
13F-HR 0002085853-26-000032 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,841 sharesChange vs previous 13F -172 shares
0.18% of the 13F portfolio, value $934,888.
13F-HR 0002085853-25-000076 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,013 sharesChange vs previous 13F +166 shares
0.21% of the 13F portfolio, value $972,476.
13F-HR 0001667731-25-000783 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,847 sharesChange vs previous 13F -260 shares
0.14% of the 13F portfolio, value $574,041.
13F-HR 0001667731-25-000448 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,107 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $695,067.
13F-HR 0001667731-25-000094 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,107 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $807,882.
13F-HR 0002016899-24-000004 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).