Skip to content
Disclosery

SUMMIT SECURITIES GROUP LLC: AES position timeline

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

SUMMIT SECURITIES GROUP LLC held 76,565 AES shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,565 shares
    Change vs previous 13F +7,048 shares

    0.22% of the 13F portfolio, value $1,122,443.

    13F-HR 0001531593-26-000006 filed by SUMMIT SECURITIES GROUP 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 69,517 shares
    Change vs previous 13F +1,396 shares

    0.48% of the 13F portfolio, value $979,495.

    13F-HR 0001531593-26-000005 filed by SUMMIT SECURITIES GROUP 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 68,121 shares
    Change vs previous 13F +8,193 shares

    0.17% of the 13F portfolio, value $976,855.

    13F-HR 0001531593-26-000002 filed by SUMMIT SECURITIES GROUP 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 59,928 shares
    Change vs previous 13F +36,549 shares

    0.26% of the 13F portfolio, value $788,652.

    13F-HR 0001531593-25-000010 filed by SUMMIT SECURITIES GROUP 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 23,379 shares
    Change vs previous 13F +479 shares

    0.09% of the 13F portfolio, value $245,947.

    13F-HR 0001531593-25-000006 filed by SUMMIT SECURITIES GROUP 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 22,900 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $284,418.

    13F-HR 0001531593-25-000004 filed by SUMMIT SECURITIES GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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