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Pathway Financial Advisers, LLC: AES position timeline

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

Pathway Financial Advisers, LLC held 11,068 AES shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,068 shares
    Change vs previous 13F +4 shares

    0.04% of the 13F portfolio, value $162,260.

    13F-HR 0002024152-26-000003 filed by Pathway Financial Advisers, 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 11,064 shares
    Change vs previous 13F +4 shares

    0.04% of the 13F portfolio, value $155,888.

    13F-HR 0002024152-26-000002 filed by Pathway Financial Advisers, 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 11,060 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $158,598.

    13F-HR 0002024152-26-000001 filed by Pathway Financial Advisers, 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 11,058 shares
    Change vs previous 13F +11,058 shares

    0.04% of the 13F portfolio, value $145,491.

    13F-HR 0002024152-25-000006 filed by Pathway Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -7,316 shares

    13F-HR 0002024152-25-000002 filed by Pathway Financial Advisers, 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.

  6. period ended2024-12-31
    13F 7,316 shares
    Change vs previous 13F +284 shares

    0.03% of the 13F portfolio, value $94,157.

    13F-HR 0002024152-25-000001 filed by Pathway Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F/A 7,032 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $141,057.

    13F-HR/A 0002024152-24-000009 filed by Pathway Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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