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Atlanta Consulting Group Advisors, LLC: AEP position timeline

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

Atlanta Consulting Group Advisors, LLC held 2,371 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,371 shares
    Change vs previous 13F +8 shares

    0.05% of the 13F portfolio, value $324,370.

    13F-HR 0001420506-26-001758 filed by Atlanta Consulting Group Advisors, 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 2,363 shares
    Change vs previous 13F -124 shares

    0.07% of the 13F portfolio, value $309,683.

    13F-HR 0001420506-26-001096 filed by Atlanta Consulting Group Advisors, 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 2,487 shares
    Change vs previous 13F +161 shares

    0.06% of the 13F portfolio, value $286,827.

    13F-HR 0001420506-26-000296 filed by Atlanta Consulting Group Advisors, 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 2,326 shares
    Change vs previous 13F -111 shares

    0.06% of the 13F portfolio, value $261,729.

    13F-HR 0001420506-25-003012 filed by Atlanta Consulting Group Advisors, 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 2,437 shares
    Change vs previous 13F -21 shares

    0.07% of the 13F portfolio, value $252,875.

    13F-HR 0001420506-25-001779 filed by Atlanta Consulting Group Advisors, 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 2,458 shares
    Change vs previous 13F +40 shares

    0.08% of the 13F portfolio, value $268,615.

    13F-HR 0001420506-25-001248 filed by Atlanta Consulting Group Advisors, 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/A 2,418 shares
    Change vs previous 13F -6,810 shares

    0.08% of the 13F portfolio, value $222,989.

    13F-HR/A 0001420506-25-001324 filed by Atlanta Consulting Group Advisors, 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 9,228 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $946,743.

    13F-HR 0001420506-24-002239 filed by Atlanta Consulting Group Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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