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Alpha Cubed Investments, LLC: AEP position timeline

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

Alpha Cubed Investments, LLC held 644,401 AEP shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 644,401 shares
    Change vs previous 13F -21,201 shares

    2.54% of the 13F portfolio, value $74,305,878.

    13F-HR 0001580830-26-000002 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 665,602 shares
    Change vs previous 13F +6,664 shares

    2.61% of the 13F portfolio, value $74,880,173.

    13F-HR 0001580830-25-000008 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 658,938 shares
    Change vs previous 13F +71,527 shares

    2.59% of the 13F portfolio, value $68,371,385.

    13F-HR 0001580830-25-000005 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 587,411 shares
    Change vs previous 13F +41,477 shares

    2.86% of the 13F portfolio, value $64,186,356.

    13F-HR 0001580830-25-000004 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 545,934 shares
    Change vs previous 13F +118,226 shares

    2.3% of the 13F portfolio, value $50,351,455.

    13F-HR 0001085146-25-000304 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 427,708 shares
    Change vs previous 13F +4,276 shares

    1.95% of the 13F portfolio, value $43,882,851.

    13F-HR 0001085146-24-004668 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 423,432 shares
    Change vs previous 13F +15,460 shares

    1.77% of the 13F portfolio, value $37,151,897.

    13F-HR 0001085146-24-002979 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 407,972 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $35,126,364.

    13F-HR 0001085146-24-001952 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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