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Arkadios Wealth Advisors: AEP position timeline

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

Arkadios Wealth Advisors held 35,266 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,266 shares
    Change vs previous 13F -3,872 shares

    0.07% of the 13F portfolio, value $4,824,679.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 39,138 shares
    Change vs previous 13F -927 shares

    0.08% of the 13F portfolio, value $5,130,154.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 40,065 shares
    Change vs previous 13F +3,554 shares

    0.09% of the 13F portfolio, value $4,619,928.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 36,511 shares
    Change vs previous 13F +1,739 shares

    0.1% of the 13F portfolio, value $4,107,490.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 34,772 shares
    Change vs previous 13F +551 shares

    0.11% of the 13F portfolio, value $3,608,003.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 34,221 shares
    Change vs previous 13F +9,402 shares

    0.14% of the 13F portfolio, value $3,739,416.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 24,819 shares
    Change vs previous 13F -1,987 shares

    0.12% of the 13F portfolio, value $2,289,016.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 26,806 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,750,330.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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