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Disclosery

SIGNATUREFD, LLC: AES position timeline

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

SIGNATUREFD, LLC held 4,941 AES shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,941 shares
    Change vs previous 13F +315 shares

    <0.01% of the 13F portfolio, value $72,432.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 4,626 shares
    Change vs previous 13F +183 shares

    <0.01% of the 13F portfolio, value $65,177.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 4,443 shares
    Change vs previous 13F -41 shares

    <0.01% of the 13F portfolio, value $63,709.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 4,484 shares
    Change vs previous 13F +1,112 shares

    <0.01% of the 13F portfolio, value $59,006.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 3,372 shares
    Change vs previous 13F -11,058 shares

    <0.01% of the 13F portfolio, value $35,471.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 14,430 shares
    Change vs previous 13F +7,688 shares

    <0.01% of the 13F portfolio, value $179,225.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 6,742 shares
    Change vs previous 13F -8,152 shares

    <0.01% of the 13F portfolio, value $86,764.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 14,894 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $298,773.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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