Skip to content
Disclosery

4J Wealth Management LLC: AEP position timeline

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

4J Wealth Management LLC held 5,544 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,544 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $758,475.

    13F-HR 0001754960-26-000594 filed by 4J 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 5,544 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $726,708.

    13F-HR 0001754960-26-000353 filed by 4J 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 5,544 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $639,279.

    13F-HR 0001754960-26-000067 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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