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Diversify Advisory Services, LLC: AES position timeline

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

Diversify Advisory Services, LLC held 22,436 AES shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,436 shares
    Change vs previous 13F -31,555 shares

    <0.01% of the 13F portfolio, value $332,732.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 11,218 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,218 shares

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

  2. period ended2026-03-31
    13F 53,991 shares
    Change vs previous 13F -4,919 shares

    0.01% of the 13F portfolio, value $780,165.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 53,991 shares

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

  3. period ended2025-12-31
    13F 58,910 shares
    Change vs previous 13F -4,762 shares

    0.02% of the 13F portfolio, value $827,334.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 19,858 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 39,052 shares

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

  4. period ended2025-09-30
    13F 63,672 shares
    Change vs previous 13F -11,935 shares

    0.02% of the 13F portfolio, value $867,215.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 21,649 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 42,023 shares

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

  5. period ended2025-06-30
    13F 75,607 shares
    Change vs previous 13F +5,734 shares

    0.02% of the 13F portfolio, value $976,081.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 25,983 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 49,624 shares

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

  6. period ended2025-03-31
    13F 69,873 shares
    Change vs previous 13F -4,076 shares

    0.02% of the 13F portfolio, value $724,586.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 20,904 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 48,969 shares

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

  7. period ended2024-12-31
    13F 73,949 shares
    Change vs previous 13F +19,578 shares

    0.03% of the 13F portfolio, value $888,872.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 19,898 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 54,051 shares

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

  8. period ended2024-09-30
    13F 54,371 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $927,454.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 14,882 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 39,489 shares

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