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Disclosery

Focus Partners Wealth: AEG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Partners Wealth on AEG, newest first. How the timeline and the estimate are built.

Focus Partners Wealth held 206,220 AEG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 206,220 shares
    Change vs previous 13F +38,504 shares

    <0.01% of the 13F portfolio, value $1,741,936.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 190,472 shares
    • Focus Partners Advisor Solutions, LLC: 15,748 shares

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

  2. period ended2026-03-31
    13F 167,716 shares
    Change vs previous 13F +13,133 shares

    <0.01% of the 13F portfolio, value $1,239,862.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 153,269 shares
    • Focus Partners Advisor Solutions, LLC: 14,447 shares

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

  3. period ended2025-12-31
    13F 154,583 shares
    Change vs previous 13F +46,650 shares

    <0.01% of the 13F portfolio, value $1,191,832.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 141,769 shares
    • Focus Partners Advisor Solutions, LLC: 12,814 shares

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

  4. period ended2025-09-30
    13F 107,933 shares
    Change vs previous 13F +16,678 shares

    <0.01% of the 13F portfolio, value $862,569.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 107,933 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 91,255 shares
    Change vs previous 13F +21,213 shares

    <0.01% of the 13F portfolio, value $661,063.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 80,197 shares
    • Focus Partners Advisor Solutions, LLC: 11,058 shares

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

  6. period ended2025-03-31
    13F/A 70,042 shares
    Change vs previous 13F +192 shares

    <0.01% of the 13F portfolio, value $461,576.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 69,850 shares
    Change vs previous 13F +54,139 shares

    <0.01% of the 13F portfolio, value $411,416.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 15,711 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $100,393.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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