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44 WEALTH MANAGEMENT LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 44 WEALTH MANAGEMENT LLC on AEP, newest first. How the timeline and the estimate are built.

44 WEALTH MANAGEMENT LLC held 11,044 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,044 shares
    Change vs previous 13F +6,098 shares

    0.5% of the 13F portfolio, value $1,510,930.

    13F-HR 0001765380-26-000397 filed by 44 WEALTH MANAGEMENT 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 4,946 shares
    Change vs previous 13F +21 shares

    0.23% of the 13F portfolio, value $648,322.

    13F-HR 0001765380-26-000215 filed by 44 WEALTH MANAGEMENT LLC
    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 4,925 shares
    Change vs previous 13F +51 shares

    0.19% of the 13F portfolio, value $567,902.

    13F-HR 0001420506-26-000216 filed by 44 WEALTH MANAGEMENT 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 4,874 shares
    Change vs previous 13F +181 shares

    0.19% of the 13F portfolio, value $548,325.

    13F-HR 0001420506-25-003363 filed by 44 WEALTH MANAGEMENT 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 4,693 shares
    Change vs previous 13F -27 shares

    0.17% of the 13F portfolio, value $486,946.

    13F-HR 0001420506-25-002191 filed by 44 WEALTH MANAGEMENT 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 4,720 shares
    Change vs previous 13F -81 shares

    0.19% of the 13F portfolio, value $515,754.

    13F-HR 0001831187-25-000002 filed by 44 WEALTH MANAGEMENT LLC
    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 4,801 shares
    Change vs previous 13F -2,450 shares

    0.17% of the 13F portfolio, value $442,796.

    13F-HR 0001831187-25-000001 filed by 44 WEALTH MANAGEMENT LLC
    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 7,251 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $731,118.

    13F-HR 0001831187-24-000002 filed by 44 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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