Berman Capital Advisors, LLC: AEP position timeline

Berman Capital Advisors, LLC held 1,991 AEP shares at 2021-09-30 per its 13F-HR filed 2021-10-07.

the latest 13F is the newest step

1. period ended2021-09-30

   13F 1,991 shares

   Change vs previous 13F +659 shares

   0.03% of the 13F portfolio, value $161,000.

   13F-HR 0000909012-21-000126 filed by Berman Capital Advisors, LLC
   Filed 2021-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

2. period ended2021-06-30

   13F 1,332 shares

   Change vs previous 13F +562 shares

   0.02% of the 13F portfolio, value $112,000.

   13F-HR 0000909012-21-000109 filed by Berman Capital Advisors, LLC
   Filed 2021-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

3. period ended2021-03-31

   13F 770 shares

   Change vs previous 13F -68 shares

   0.01% of the 13F portfolio, value $65,000.

   13F-HR 0000909012-21-000076 filed by Berman Capital Advisors, LLC
   Filed 2021-05-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

4. period ended2020-12-31

   13F/A 838 shares

   Change vs previous 13F +100 shares

   0.02% of the 13F portfolio, value $69,000.

   13F-HR/A 0000909012-21-000047 filed by Berman Capital Advisors, LLC
   Filed 2021-02-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

5. period ended2020-09-30

   13F 738 shares

   Change vs previous 13F -2 shares

   0.02% of the 13F portfolio, value $60,000.

   13F-HR 0000909012-20-000144 filed by Berman Capital Advisors, LLC
   Filed 2020-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

6. period ended2020-06-30

   13F 740 shares

   Change vs previous 13F +212 shares

   0.02% of the 13F portfolio, value $58,000.

   13F-HR 0000909012-20-000110 filed by Berman Capital Advisors, LLC
   Filed 2020-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

7. period ended2020-03-31

   13F 528 shares

   Change vs previous 13F +247 shares

   0.01% of the 13F portfolio, value $42,000.

   13F-HR 0000909012-20-000085 filed by Berman Capital Advisors, LLC
   Filed 2020-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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

8. period ended2019-12-31

   13F 281 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $26,000.

   13F-HR 0000909012-20-000035 filed by Berman Capital Advisors, LLC
   Filed 2020-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

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