Question 1

Does LPL Financial own AESI stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LPL Financial holds 15,360 shares of AESI (New Atlas Holdco), worth $255,133.

Question 2

How many shares of AESI does LPL Financial own?

Accepted Answer

As of its Q2 2026 13F, LPL Financial holds 15,360 shares of AESI (New Atlas Holdco).

Question 3

What is LPL Financial's AESI position worth?

Accepted Answer

As of its Q2 2026 13F, LPL Financial's AESI position is worth $255,133.

Question 4

Is LPL Financial buying or selling AESI?

Accepted Answer

In Q2 2026, LPL Financial opened a new AESI position of 15,360 shares.

Question 5

When did LPL Financial first buy AESI?

Accepted Answer

LPL Financial already held AESI in its Q4 2023 13F, the earliest on record, and has listed it in 9 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	New	15,360	-	$255,133	0.0%	$16.61	32
2025-Q4	Exited	0	-100.0%	$0	0.0%	$9.42	0
2025-Q3	Decreased	37,704	-18.8%	$428,691	0.0%	$11.37	0
2025-Q2	Increased	46,454	+17.4%	$621,095	0.0%	$13.09	28
2025-Q1	Decreased	39,554	-7.8%	$705,632	0.0%	$17.14	0
2024-Q4	Increased	42,884	+0.5%	$951,162	0.0%	$21.07	25
2024-Q3	Increased	42,658	+2.2%	$929,946	0.0%	$20.47	25

AESIShowing 7 of 10 quarters

AESI
Showing 7 of 10 quarters