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Disclosery

BURKETT FINANCIAL SERVICES, LLC: AEP position timeline

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

BURKETT FINANCIAL SERVICES, LLC held 293 AEP shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 293 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $34,797.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 291 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $39,823.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 288 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $37,873.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 286 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $33,078.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 285 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $32,008.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 282 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $29,270.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 280 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $30,544.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 277 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $25,560.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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