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Disclosery

Carson Advisory Inc.: AES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carson Advisory Inc. on AES, newest first. How the timeline and the estimate are built.

Carson Advisory Inc. held 276,977 AES shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 276,977 shares
    Change vs previous 13F -20,877 shares

    1.86% of the 13F portfolio, value $4,060,479.

    13F-HR 0001909304-26-000005 filed by Carson Advisory Inc.
    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 297,854 shares
    Change vs previous 13F -5,316 shares

    2.18% of the 13F portfolio, value $4,196,764.

    13F-HR 0001909304-26-000003 filed by Carson Advisory 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 303,170 shares
    Change vs previous 13F -1,809 shares

    2.26% of the 13F portfolio, value $4,347,451.

    13F-HR 0001909304-26-000001 filed by Carson Advisory 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 304,979 shares
    Change vs previous 13F +7,444 shares

    2.16% of the 13F portfolio, value $4,013,521.

    13F-HR 0001909304-25-000006 filed by Carson Advisory 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 297,535 shares
    Change vs previous 13F +154,635 shares

    1.99% of the 13F portfolio, value $3,130,073.

    13F-HR 0001909304-25-000004 filed by Carson Advisory 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 142,900 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $1,774,818.

    13F-HR 0001909304-25-000002 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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