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Disclosery

SVB WEALTH LLC: AES position timeline

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

SVB WEALTH LLC held 41,923 AES shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,923 shares
    Change vs previous 13F -12,317 shares

    0.04% of the 13F portfolio, value $614,586.

    13F-HR 0001626116-26-000003 filed by SVB WEALTH 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 54,240 shares
    Change vs previous 13F -1,471 shares

    0.05% of the 13F portfolio, value $764,238.

    13F-HR 0001626116-26-000002 filed by SVB WEALTH 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 55,711 shares
    Change vs previous 13F -97,599 shares

    0.05% of the 13F portfolio, value $798,903.

    13F-HR 0001626116-26-000001 filed by SVB WEALTH 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 153,310 shares
    Change vs previous 13F -37,594 shares

    0.11% of the 13F portfolio, value $2,017,565.

    13F-HR 0001626116-25-000005 filed by SVB WEALTH 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 190,904 shares
    Change vs previous 13F +111,169 shares

    0.11% of the 13F portfolio, value $2,008,306.

    13F-HR 0001626116-25-000004 filed by SVB WEALTH 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 79,735 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $990,313.

    13F-HR 0001626116-25-000003 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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