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Disclosery

Altus Wealth Group LLC: AEP position timeline

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

Altus Wealth Group LLC held 17,949 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,949 shares
    Change vs previous 13F +98 shares

    0.89% of the 13F portfolio, value $2,455,647.

    13F-HR 0001842572-26-000004 filed by Altus Wealth Group 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 17,851 shares
    Change vs previous 13F -296 shares

    0.96% of the 13F portfolio, value $2,339,880.

    13F-HR 0001842572-26-000003 filed by Altus Wealth Group 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 18,147 shares
    Change vs previous 13F -131 shares

    0.84% of the 13F portfolio, value $2,092,496.

    13F-HR 0001842572-26-000001 filed by Altus Wealth Group 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 18,278 shares
    Change vs previous 13F -71 shares

    0.84% of the 13F portfolio, value $2,056,292.

    13F-HR 0001842572-25-000013 filed by Altus Wealth Group 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 18,349 shares
    Change vs previous 13F -41 shares

    0.84% of the 13F portfolio, value $1,903,861.

    13F-HR 0001842572-25-000008 filed by Altus Wealth Group 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 18,390 shares
    Change vs previous 13F -65 shares

    0.94% of the 13F portfolio, value $2,009,505.

    13F-HR 0001842572-25-000006 filed by Altus Wealth Group 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 18,455 shares
    Change vs previous 13F -238 shares

    0.75% of the 13F portfolio, value $1,702,099.

    13F-HR 0001842572-25-000002 filed by Altus Wealth Group 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 18,693 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,917,893.

    13F-HR 0001842572-24-000010 filed by Altus Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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