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Disclosery

Focus Partners Wealth: AES position timeline

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

Focus Partners Wealth held 1,129,851 AES 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 1,129,851 shares
    Change vs previous 13F +96,308 shares

    0.02% of the 13F portfolio, value $16,563,627.

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

    • Focus Partners Wealth: 1,109,941 shares
    • Focus Partners Advisor Solutions, LLC: 19,910 shares

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

  2. period ended2026-03-31
    13F 1,033,543 shares
    Change vs previous 13F +81,875 shares

    0.02% of the 13F portfolio, value $14,562,646.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 951,668 shares
    Change vs previous 13F +131,919 shares

    0.02% of the 13F portfolio, value $13,646,925.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 819,749 shares
    Change vs previous 13F +780,544 shares

    0.02% of the 13F portfolio, value $11,130,889.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 39,205 shares
    Change vs previous 13F +6,454 shares

    <0.01% of the 13F portfolio, value $412,434.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 32,751 shares
    Change vs previous 13F -78,591 shares

    <0.01% of the 13F portfolio, value $406,773.

    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 111,342 shares
    Change vs previous 13F -669 shares

    <0.01% of the 13F portfolio, value $1,432,969.

    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 112,011 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,246,938.

    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).