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Disclosery

Allworth Financial LP: AEP position timeline

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

Allworth Financial LP held 29,187 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,187 shares
    Change vs previous 13F -1,289 shares

    0.02% of the 13F portfolio, value $3,993,129.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 30,476 shares
    Change vs previous 13F -8,789 shares

    0.02% of the 13F portfolio, value $3,994,779.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 39,265 shares
    Change vs previous 13F +8,514 shares

    0.02% of the 13F portfolio, value $4,527,686.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 30,751 shares
    Change vs previous 13F -2,645 shares

    0.02% of the 13F portfolio, value $3,459,491.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 33,396 shares
    Change vs previous 13F +17,175 shares

    0.02% of the 13F portfolio, value $3,465,204.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 16,221 shares
    Change vs previous 13F +635 shares

    0.01% of the 13F portfolio, value $1,730,778.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 15,586 shares
    Change vs previous 13F +4,000 shares

    0.01% of the 13F portfolio, value $1,519,494.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 11,586 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,188,699.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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