Skip to content
Disclosery

Clearstead Advisors, LLC: AES position timeline

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

Clearstead Advisors, LLC held 4,803 AES shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,803 shares
    Change vs previous 13F -134,767 shares

    <0.01% of the 13F portfolio, value $70,413.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 139,570 shares
    Change vs previous 13F +54,537 shares

    0.02% of the 13F portfolio, value $1,966,541.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 85,033 shares
    Change vs previous 13F +998 shares

    0.02% of the 13F portfolio, value $1,219,374.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 84,035 shares
    Change vs previous 13F -610 shares

    0.02% of the 13F portfolio, value $1,105,901.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 84,645 shares
    Change vs previous 13F +8,320 shares

    0.01% of the 13F portfolio, value $890,466.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 76,325 shares
    Change vs previous 13F +2,447 shares

    0.01% of the 13F portfolio, value $947,957.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 73,878 shares
    Change vs previous 13F +73,810 shares

    0.01% of the 13F portfolio, value $950,810.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 68 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,365.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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