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FSM Wealth Advisors, LLC: AES position timeline

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

FSM Wealth Advisors, LLC held 10,383 AES shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,383 shares
    Change vs previous 13F -1,347 shares

    0.02% of the 13F portfolio, value $152,219.

    13F-HR 0001942548-26-000003 filed by FSM Wealth 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 11,730 shares
    Change vs previous 13F -9,549 shares

    0.02% of the 13F portfolio, value $165,269.

    13F-HR 0001942548-26-000002 filed by FSM Wealth 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 21,279 shares
    Change vs previous 13F +3,192 shares

    0.04% of the 13F portfolio, value $305,134.

    13F-HR 0001942548-26-000001 filed by FSM Wealth 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 18,087 shares
    Change vs previous 13F +5,152 shares

    0.03% of the 13F portfolio, value $238,023.

    13F-HR 0001942548-25-000007 filed by FSM Wealth 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 12,935 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $149,006.

    13F-HR 0001942548-25-000006 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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