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Disclosery

Biltmore Family Office, LLC: AEP position timeline

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

Biltmore Family Office, LLC held 1,484 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,484 shares
    Change vs previous 13F +1,484 shares

    0.03% of the 13F portfolio, value $203,026.

    13F-HR 0001398344-26-014190 filed by Biltmore Family Office, 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 0 shares
    Change vs previous 13F -1,828 shares

    13F-HR 0001398344-26-008905 filed by Biltmore Family Office, 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.

  3. period ended2025-12-31
    13F 1,828 shares
    Change vs previous 13F -620 shares

    0.03% of the 13F portfolio, value $210,787.

    13F-HR 0001398344-26-002220 filed by Biltmore Family Office, 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 2,448 shares
    Change vs previous 13F -544 shares

    0.04% of the 13F portfolio, value $275,400.

    13F-HR 0001398344-25-020082 filed by Biltmore Family Office, 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 2,992 shares
    Change vs previous 13F -148 shares

    0.05% of the 13F portfolio, value $310,450.

    13F-HR 0001398344-25-014333 filed by Biltmore Family Office, 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 3,140 shares
    Change vs previous 13F +3,140 shares

    0.06% of the 13F portfolio, value $343,108.

    13F-HR 0001398344-25-009213 filed by Biltmore Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001398344-24-020429 filed by Biltmore Family Office, 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.