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Disclosery

Orvieto Partners, L.P.: AESI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orvieto Partners, L.P. on AESI, newest first. How the timeline and the estimate are built.

Orvieto Partners, L.P. held 170,000 AESI 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 170,000 shares
    Change vs previous 13F +40,000 shares

    2.13% of the 13F portfolio, value $2,823,700.

    13F-HR 0002052484-26-000003 filed by Orvieto Partners, L.P.
    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 130,000 shares
    Change vs previous 13F +30,000 shares

    1.46% of the 13F portfolio, value $1,705,600.

    13F-HR 0002052484-26-000002 filed by Orvieto Partners, L.P.
    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 100,000 shares
    Change vs previous 13F +20,000 shares

    0.78% of the 13F portfolio, value $942,000.

    13F-HR 0002052484-26-000001 filed by Orvieto Partners, L.P.
    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 80,000 shares
    Change vs previous 13F +20,000 shares

    0.77% of the 13F portfolio, value $909,600.

    13F-HR 0002052484-25-000002 filed by Orvieto Partners, L.P.
    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 60,000 shares
    Change vs previous 13F +60,000 shares

    0.71% of the 13F portfolio, value $802,200.

    13F-HR 0001085146-25-005017 filed by Orvieto Partners, L.P.
    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 0 shares
    Change vs previous 13F -70,000 shares

    13F-HR 0001085146-25-003166 filed by Orvieto Partners, L.P.
    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.

  7. period ended2024-12-31
    13F 70,000 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,552,600.

    13F-HR 0001085146-25-001431 filed by Orvieto Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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