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Disclosery

BKM Wealth Management, LLC: AEP position timeline

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

BKM Wealth Management, LLC held 5,229 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,229 shares
    Change vs previous 13F -14 shares

    0.25% of the 13F portfolio, value $715,379.

    13F-HR 0002007263-26-000003 filed by BKM Wealth Management, 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 5,243 shares
    Change vs previous 13F -1 shares

    0.25% of the 13F portfolio, value $687,252.

    13F-HR 0002007263-26-000002 filed by BKM Wealth Management, 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 5,244 shares
    Change vs previous 13F -3 shares

    0.22% of the 13F portfolio, value $604,685.

    13F-HR 0002007263-26-000001 filed by BKM Wealth Management, 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 5,247 shares
    Change vs previous 13F +4 shares

    0.22% of the 13F portfolio, value $590,287.

    13F-HR 0002007263-25-000007 filed by BKM Wealth Management, 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 5,243 shares
    Change vs previous 13F +3 shares

    0.21% of the 13F portfolio, value $544,013.

    13F-HR 0002007263-25-000005 filed by BKM Wealth Management, 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 5,240 shares
    Change vs previous 13F -7 shares

    0.24% of the 13F portfolio, value $572,574.

    13F-HR 0002007263-25-000004 filed by BKM Wealth Management, 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 5,247 shares
    Change vs previous 13F +26 shares

    0.2% of the 13F portfolio, value $483,930.

    13F-HR 0002007263-25-000003 filed by BKM Wealth Management, 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 5,221 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $535,674.

    13F-HR 0002007263-24-000007 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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