Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

AES holding history

AES Corp in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AES overview All 13F holders of AES Full Q2 2026 holdings

Shares (Q2 2026): 17,448
Value: $255.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2021

Holdings of AES by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,448	$255.8K	<0.1%	+17,448	New	Holders
Q3 2021	0	$0	0.0%	−14,196−100.0%	Sold out	Holders
Q2 2021	14,196	$370.0K	<0.1%	+287+2.1%	Added	Holders
Q1 2021	13,909	$373.0K	<0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.