PERSONAL CFO SOLUTIONS, LLC: AESI position timeline

PERSONAL CFO SOLUTIONS, LLC held 0 AESI shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -10,043 shares

   13F-HR 0001677501-25-000013 filed by PERSONAL CFO SOLUTIONS, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   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 10,043 shares

   Change vs previous 13F -121 shares

   0.02% of the 13F portfolio, value $134,280.

   13F-HR 0001677501-25-000008 filed by PERSONAL CFO SOLUTIONS, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 10,164 shares

   Change vs previous 13F -2,586 shares

   0.04% of the 13F portfolio, value $181,333.

   13F-HR 0001677501-25-000006 filed by PERSONAL CFO SOLUTIONS, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 12,750 shares

   Change vs previous 13F +3,135 shares

   0.06% of the 13F portfolio, value $282,784.

   13F-HR 0001677501-25-000004 filed by PERSONAL CFO SOLUTIONS, LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 9,615 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $209,604.

   13F-HR 0001677501-24-000006 filed by PERSONAL CFO SOLUTIONS, LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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