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Disclosery

Clearstead Trust, LLC: AES position timeline

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

Clearstead Trust, LLC held 6,180 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 6,180 shares
    Change vs previous 13F -323 shares

    0.01% of the 13F portfolio, value $90,600.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 6,503 shares
    Change vs previous 13F -10,817 shares

    0.01% of the 13F portfolio, value $91,628.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 17,320 shares
    Change vs previous 13F -199 shares

    0.04% of the 13F portfolio, value $248,369.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 17,519 shares
    Change vs previous 13F -825 shares

    0.04% of the 13F portfolio, value $230,551.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 18,344 shares
    Change vs previous 13F +442 shares

    0.04% of the 13F portfolio, value $192,979.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 17,902 shares
    Change vs previous 13F -218 shares

    0.05% of the 13F portfolio, value $222,343.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 18,120 shares
    Change vs previous 13F -11,539 shares

    0.05% of the 13F portfolio, value $233,204.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 29,659 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $594,960.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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