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Disclosery

ADVISORY RESEARCH INC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISORY RESEARCH INC on AEP, newest first. How the timeline and the estimate are built.

ADVISORY RESEARCH INC held 146,846 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,846 shares
    Change vs previous 13F +5,761 shares

    2% of the 13F portfolio, value $20,090,001.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH INC
    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 141,085 shares
    Change vs previous 13F +4,770 shares

    2.27% of the 13F portfolio, value $18,493,422.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH INC
    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 136,315 shares
    Change vs previous 13F +2,666 shares

    1.98% of the 13F portfolio, value $15,718,502.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH INC
    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 133,649 shares
    Change vs previous 13F +19,932 shares

    1.97% of the 13F portfolio, value $15,035,519.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH INC
    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 113,717 shares
    Change vs previous 13F +15,508 shares

    1.81% of the 13F portfolio, value $11,799,250.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH INC
    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 98,209 shares
    Change vs previous 13F -7,995 shares

    1.89% of the 13F portfolio, value $10,731,323.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH INC
    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 106,204 shares
    Change vs previous 13F -868 shares

    1.63% of the 13F portfolio, value $9,795,177.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH INC
    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 107,072 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $10,985,599.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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