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Disclosery

HB Wealth Management, LLC: AES position timeline

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

HB Wealth Management, LLC held 56,914 AES shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,914 shares
    Change vs previous 13F +17,130 shares

    <0.01% of the 13F portfolio, value $834,360.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 39,784 shares
    Change vs previous 13F +2,641 shares

    <0.01% of the 13F portfolio, value $560,558.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 37,143 shares
    Change vs previous 13F +2,482 shares

    <0.01% of the 13F portfolio, value $532,645.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 34,661 shares
    Change vs previous 13F +6,017 shares

    <0.01% of the 13F portfolio, value $456,150.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 28,644 shares
    Change vs previous 13F +10,356 shares

    <0.01% of the 13F portfolio, value $301,340.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 18,288 shares
    Change vs previous 13F +2,997 shares

    <0.01% of the 13F portfolio, value $227,137.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 15,291 shares
    Change vs previous 13F -10,757 shares

    <0.01% of the 13F portfolio, value $196,753.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 26,048 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $522,541.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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