USA FINANCIAL FORMULAS: AES position timeline

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

USA FINANCIAL FORMULAS held 60,416 AES shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

period ended2026-03-31
13F 60,416 shares
Change vs previous 13F +46,024 shares
0.16% of the 13F portfolio, value $851,261.
13F-HR 0001633716-26-000005 filed by USA FINANCIAL FORMULAS
Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 14,392 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $206,381.
13F-HR 0001633716-26-000003 filed by USA FINANCIAL FORMULAS
Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).