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Disclosery

Clarity Financial LLC: AEP position timeline

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

Clarity Financial LLC held 120,109 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,109 shares
    Change vs previous 13F +120,109 shares

    1.41% of the 13F portfolio, value $16,432,180.

    13F-HR 0002085853-26-000773 filed by Clarity Financial 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 -5,190 shares

    13F-HR 0002085853-26-000550 filed by Clarity Financial 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 5,190 shares
    Change vs previous 13F +188 shares

    0.06% of the 13F portfolio, value $598,451.

    13F-HR 0002085853-26-000132 filed by Clarity Financial 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 5,002 shares
    Change vs previous 13F +249 shares

    0.06% of the 13F portfolio, value $562,753.

    13F-HR 0002085853-25-000059 filed by Clarity Financial 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 4,753 shares
    Change vs previous 13F +394 shares

    0.05% of the 13F portfolio, value $493,171.

    13F-HR 0001667731-25-000877 filed by Clarity Financial 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 4,359 shares
    Change vs previous 13F -1,918 shares

    0.05% of the 13F portfolio, value $476,308.

    13F-HR 0001667731-25-000638 filed by Clarity Financial 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 6,277 shares
    Change vs previous 13F -348 shares

    0.07% of the 13F portfolio, value $578,928.

    13F-HR 0001667731-25-000095 filed by Clarity Financial 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 6,625 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $679,675.

    13F-HR 0001862145-24-000004 filed by Clarity Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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