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AFFINITY INVESTMENT ADVISORS, LLC: AEP position timeline

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

AFFINITY INVESTMENT ADVISORS, LLC held 4,971 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,971 shares
    Change vs previous 13F +300 shares

    0.34% of the 13F portfolio, value $680,083.

    13F-HR 0001941040-26-000508 filed by AFFINITY INVESTMENT ADVISORS, 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 4,671 shares
    Change vs previous 13F +370 shares

    0.38% of the 13F portfolio, value $612,275.

    13F-HR 0001941040-26-000362 filed by AFFINITY INVESTMENT ADVISORS, 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 4,301 shares
    Change vs previous 13F +1,921 shares

    0.33% of the 13F portfolio, value $495,948.

    13F-HR 0001941040-26-000119 filed by AFFINITY INVESTMENT ADVISORS, 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 2,380 shares
    Change vs previous 13F -251 shares

    0.18% of the 13F portfolio, value $267,750.

    13F-HR 0001941040-25-000615 filed by AFFINITY INVESTMENT ADVISORS, 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 2,631 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $272,993.

    13F-HR 0001941040-25-000489 filed by AFFINITY INVESTMENT ADVISORS, 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 2,631 shares
    Change vs previous 13F -5,308 shares

    0.23% of the 13F portfolio, value $287,489.

    13F-HR 0001941040-25-000294 filed by AFFINITY INVESTMENT ADVISORS, 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 7,939 shares
    Change vs previous 13F -2,030 shares

    0.61% of the 13F portfolio, value $732,214.

    13F-HR 0001941040-25-000119 filed by AFFINITY INVESTMENT ADVISORS, 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 9,969 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,022,819.

    13F-HR 0001941040-24-000446 filed by AFFINITY INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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