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Disclosery

Corient Private Wealth LP: AES position timeline

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

Corient Private Wealth LP held 149,984 AES shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 149,984 shares
    Change vs previous 13F +30,976 shares

    <0.01% of the 13F portfolio, value $2,198,768.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 119,008 shares
    Change vs previous 13F +18,613 shares

    <0.01% of the 13F portfolio, value $1,672,031.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 100,395 shares
    Change vs previous 13F +6,729 shares

    <0.01% of the 13F portfolio, value $1,439,901.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 93,666 shares
    Change vs previous 13F -7,135 shares

    <0.01% of the 13F portfolio, value $1,232,634.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 100,801 shares
    Change vs previous 13F -6,189 shares

    <0.01% of the 13F portfolio, value $1,060,424.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 106,990 shares
    Change vs previous 13F -18,056 shares

    <0.01% of the 13F portfolio, value $1,328,833.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 125,046 shares
    Change vs previous 13F -42,821 shares

    <0.01% of the 13F portfolio, value $1,609,191.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 167,867 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,367,412.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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