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Disclosery

IEQ CAPITAL, LLC: AESI position timeline

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

IEQ CAPITAL, LLC held 60,375 AESI 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 60,375 shares
    Change vs previous 13F -65,794 shares

    <0.01% of the 13F portfolio, value $1,002,828.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 126,169 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,655,332.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 126,169 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $1,188,508.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 126,175 shares
    Change vs previous 13F -22,621 shares

    <0.01% of the 13F portfolio, value $1,434,605.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 148,796 shares
    Change vs previous 13F +10,194 shares

    0.01% of the 13F portfolio, value $1,989,400.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 138,602 shares
    Change vs previous 13F -15,463 shares

    0.02% of the 13F portfolio, value $2,472,652.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 154,065 shares
    Change vs previous 13F -8,275 shares

    0.03% of the 13F portfolio, value $3,417,152.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 162,340 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,539,003.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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