Skip to content
Disclosery

WBI INVESTMENTS, LLC: AES position timeline

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

WBI INVESTMENTS, LLC held 67,563 AES shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,563 shares
    Change vs previous 13F -3,018 shares

    0.25% of the 13F portfolio, value $990,474.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, LLC
    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 70,581 shares
    Change vs previous 13F +10,109 shares

    0.27% of the 13F portfolio, value $994,486.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 70,581 shares
    • MILLINGTON SECURITIES, LLC: 70,581 shares (included in another member's report, not added)

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

  3. period ended2025-12-31
    13F 60,472 shares
    Change vs previous 13F -139,719 shares

    0.23% of the 13F portfolio, value $867,168.

    13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, LLC
    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 200,191 shares
    Change vs previous 13F -49,116 shares

    0.67% of the 13F portfolio, value $2,634,514.

    13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, LLC
    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 249,307 shares
    Change vs previous 13F +36,284 shares

    0.68% of the 13F portfolio, value $2,622,710.

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, LLC
    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 213,023 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,645,746.

    13F-HR 0001397424-25-000004 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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