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Disclosery

Bison Wealth, LLC: AEP position timeline

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

Bison Wealth, LLC held 2,988 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,988 shares
    Change vs previous 13F +92 shares

    0.04% of the 13F portfolio, value $406,320.

    13F-HR 0001493152-26-032296 filed by Bison Wealth, 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 2,896 shares
    Change vs previous 13F +8 shares

    0.04% of the 13F portfolio, value $370,576.

    13F-HR 0001493152-26-023586 filed by Bison Wealth, 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 2,888 shares
    Change vs previous 13F -2,015 shares

    0.04% of the 13F portfolio, value $362,938.

    13F-HR 0001493152-26-012336 filed by Bison Wealth, 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 4,903 shares
    Change vs previous 13F -109 shares

    0.05% of the 13F portfolio, value $565,934.

    13F-HR 0001493152-25-021659 filed by Bison Wealth, 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 5,012 shares
    Change vs previous 13F +2,639 shares

    0.04% of the 13F portfolio, value $523,267.

    13F-HR 0001641172-25-019676 filed by Bison Wealth, 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 2,373 shares
    Change vs previous 13F -222 shares

    0.02% of the 13F portfolio, value $259,293.

    13F-HR 0001641172-25-009192 filed by Bison Wealth, 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 2,595 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $239,377.

    13F-HR 0001493152-25-008165 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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