CHANNEL WEALTH LLC: AEP position timeline

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

CHANNEL WEALTH LLC held 3,159 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 3,159 shares
Change vs previous 13F +24 shares
0.1% of the 13F portfolio, value $432,135.
13F-HR 0001975550-26-000004 filed by CHANNEL WEALTH LLC
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,135 shares
Change vs previous 13F +23 shares
0.1% of the 13F portfolio, value $410,970.
13F-HR 0001975550-26-000003 filed by CHANNEL WEALTH LLC
Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,112 shares
Change vs previous 13F +26 shares
0.09% of the 13F portfolio, value $358,823.
13F-HR 0001975550-26-000001 filed by CHANNEL WEALTH LLC
Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,086 shares
Change vs previous 13F +26 shares
0.09% of the 13F portfolio, value $347,218.
13F-HR 0001975550-25-000006 filed by CHANNEL WEALTH LLC
Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,060 shares
Change vs previous 13F +28 shares
0.09% of the 13F portfolio, value $317,515.
13F-HR 0001831193-25-000005 filed by CHANNEL WEALTH LLC
Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 3,032 shares
Change vs previous 13F +26 shares
0.1% of the 13F portfolio, value $331,332.
13F-HR 0001975550-25-000003 filed by CHANNEL WEALTH LLC
Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,006 shares
Change vs previous 13F +29 shares
0.09% of the 13F portfolio, value $277,270.
13F-HR 0001975550-25-000001 filed by CHANNEL WEALTH LLC
Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 2,977 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $305,441.
13F-HR 0001975550-24-000009 filed by CHANNEL WEALTH LLC
Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).