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Disclosery

WealthCollab, LLC: AES position timeline

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

WealthCollab, LLC held 0 AES shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -545 shares

    13F-HR 0002017870-25-000005 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 545 shares
    Change vs previous 13F -107 shares

    <0.01% of the 13F portfolio, value $6,769.

    13F-HR 0002017870-25-000004 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 652 shares
    Change vs previous 13F +374 shares

    0.01% of the 13F portfolio, value $8,392.

    13F-HR 0002017870-25-000001 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 278 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,577.

    13F-HR 0002017870-24-000005 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

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