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ARS Wealth Advisors Group, LLC: AEP position timeline

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

ARS Wealth Advisors Group, LLC held 8,394 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,394 shares
    Change vs previous 13F +5 shares

    0.09% of the 13F portfolio, value $1,148,422.

    13F-HR 0001725547-26-000230 filed by ARS Wealth Advisors 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 8,389 shares
    Change vs previous 13F -170 shares

    0.09% of the 13F portfolio, value $1,099,609.

    13F-HR 0001725547-26-000129 filed by ARS Wealth Advisors 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 8,559 shares
    Change vs previous 13F +6 shares

    0.09% of the 13F portfolio, value $986,894.

    13F-HR 0001725547-26-000015 filed by ARS Wealth Advisors 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 8,553 shares
    Change vs previous 13F +175 shares

    0.1% of the 13F portfolio, value $962,179.

    13F-HR 0001725547-25-004089 filed by ARS Wealth Advisors 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 8,378 shares
    Change vs previous 13F +8,378 shares

    0.1% of the 13F portfolio, value $869,258.

    13F-HR 0001725547-25-003391 filed by ARS Wealth Advisors 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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -6,397 shares

    13F-HR 0001725547-25-000084 filed by ARS Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 6,397 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $656,372.

    13F-HR 0001725547-24-005910 filed by ARS Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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