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Disclosery

One Capital Management, LLC: AES position timeline

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

One Capital Management, LLC held 49,325 AES shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,325 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $694,989.

    13F-HR 0001606588-26-000004 filed by One Capital 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 49,325 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $694,989.

    13F-HR 0001606588-26-000003 filed by One Capital 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 49,325 shares
    Change vs previous 13F -3,000 shares

    0.02% of the 13F portfolio, value $707,320.

    13F-HR 0001606588-26-000002 filed by One Capital 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 52,325 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $688,597.

    13F-HR 0001606588-25-000009 filed by One Capital 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 52,325 shares
    Change vs previous 13F -1,100 shares

    0.02% of the 13F portfolio, value $550,459.

    13F-HR 0001606588-25-000005 filed by One Capital 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 53,425 shares
    Change vs previous 13F +3,600 shares

    0.02% of the 13F portfolio, value $663,538.

    13F-HR 0001606588-25-000004 filed by One Capital 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 49,825 shares
    Change vs previous 13F +39,300 shares

    0.02% of the 13F portfolio, value $641,247.

    13F-HR 0001606588-25-000001 filed by One Capital 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 10,525 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $211,131.

    13F-HR 0001606588-24-000008 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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