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EAGLE HARBOR ASSET MANAGEMENT INC /ADV: AES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EAGLE HARBOR ASSET MANAGEMENT INC /ADV on AES, newest first. How the timeline and the estimate are built.

EAGLE HARBOR ASSET MANAGEMENT INC /ADV held 65,787 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 65,787 shares
    Change vs previous 13F -1,249 shares

    0.76% of the 13F portfolio, value $964,441.

    13F-HR 0001754960-26-000753 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 67,036 shares
    Change vs previous 13F -6,452 shares

    0.81% of the 13F portfolio, value $944,541.

    13F-HR 0001754960-26-000752 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 73,488 shares
    Change vs previous 13F +3,491 shares

    0.88% of the 13F portfolio, value $1,053,825.

    13F-HR 0001754960-26-000751 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 69,997 shares
    Change vs previous 13F +4,933 shares

    0.8% of the 13F portfolio, value $921,161.

    13F-HR 0001754960-26-000750 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 65,064 shares
    Change vs previous 13F +11,002 shares

    0.66% of the 13F portfolio, value $684,473.

    13F-HR 0001754960-26-000749 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 54,062 shares
    Change vs previous 13F +15,842 shares

    0.68% of the 13F portfolio, value $671,450.

    13F-HR 0001754960-26-000748 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 38,220 shares
    Change vs previous 13F +26,627 shares

    0.49% of the 13F portfolio, value $491,891.

    13F-HR 0001754960-26-000745 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 11,593 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $232,556.

    13F-HR 0001754960-26-000744 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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