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BEACON INVESTMENT ADVISORY SERVICES, INC.: AES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEACON INVESTMENT ADVISORY SERVICES, INC. on AES, newest first. How the timeline and the estimate are built.

BEACON INVESTMENT ADVISORY SERVICES, INC. held 0 AES shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -1,229 shares

    13F-HR 0001654599-26-000004 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 1,229 shares
    Change vs previous 13F -31,725 shares

    <0.01% of the 13F portfolio, value $17,317.

    13F-HR 0001654599-26-000003 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    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/A 32,954 shares
    Change vs previous 13F +2,153 shares

    0.02% of the 13F portfolio, value $472,561.

    13F-HR/A 0001654599-26-000002 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    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 30,801 shares
    Change vs previous 13F +17,452 shares

    0.02% of the 13F portfolio, value $405,342.

    13F-HR 0001172661-25-004301 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    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 13,349 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $140,432.

    13F-HR 0001172661-25-002601 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    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 13,331 shares
    Change vs previous 13F +17 shares

    0.01% of the 13F portfolio, value $165,572.

    13F-HR 0001172661-25-001578 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    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 13,314 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $171,352.

    13F-HR 0001172661-25-000266 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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