Skip to content
Disclosery

LMCG INVESTMENTS, LLC: AES position timeline

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

LMCG INVESTMENTS, LLC held 492,237 AES shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 492,237 shares
    Change vs previous 13F -15,636 shares

    0.39% of the 13F portfolio, value $7,216,191.

    13F-HR 0001470944-26-000003 filed by LMCG INVESTMENTS, 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 507,873 shares
    Change vs previous 13F +9,988 shares

    0.43% of the 13F portfolio, value $7,155,928.

    13F-HR 0001470944-26-000002 filed by LMCG INVESTMENTS, 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 497,885 shares
    Change vs previous 13F +5,876 shares

    0.41% of the 13F portfolio, value $7,139,668.

    13F-HR 0001470944-26-000001 filed by LMCG INVESTMENTS, 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 492,009 shares
    Change vs previous 13F -441 shares

    0.38% of the 13F portfolio, value $6,474,836.

    13F-HR 0001470944-25-000002 filed by LMCG INVESTMENTS, 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 492,450 shares
    Change vs previous 13F -6,357 shares

    0.32% of the 13F portfolio, value $5,180,572.

    13F-HR 0001085146-25-004141 filed by LMCG INVESTMENTS, 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 498,807 shares
    Change vs previous 13F -20,168 shares

    0.41% of the 13F portfolio, value $6,195,180.

    13F-HR 0001085146-25-002031 filed by LMCG INVESTMENTS, 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 518,975 shares
    Change vs previous 13F -131,534 shares

    0.41% of the 13F portfolio, value $6,679,206.

    13F-HR 0001085146-25-000293 filed by LMCG INVESTMENTS, 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 650,509 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $13,049,206.

    13F-HR 0001085146-24-005222 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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