Skip to content
Disclosery

Laidlaw Wealth Management LLC: AEE position timeline

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

Laidlaw Wealth Management LLC held 0 AEE shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,788 shares

    13F-HR 0001800608-25-000006 filed by Laidlaw Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 2,788 shares
    Change vs previous 13F +42 shares

    0.77% of the 13F portfolio, value $267,760.

    13F-HR 0001800608-25-000003 filed by Laidlaw 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 ended2025-03-31
    13F 2,746 shares
    Change vs previous 13F -824 shares

    0.82% of the 13F portfolio, value $275,698.

    13F-HR 0001800608-25-000002 filed by Laidlaw 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 ended2024-12-31
    13F 3,570 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $318,230.

    13F-HR 0001800608-25-000001 filed by Laidlaw Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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