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Disclosery

Code Waechter LLC: AEP position timeline

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

Code Waechter LLC held 2,758 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,758 shares
    Change vs previous 13F -520 shares

    0.2% of the 13F portfolio, value $377,322.

    13F-HR 0002039212-26-000003 filed by Code Waechter 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 3,278 shares
    Change vs previous 13F -1,245 shares

    0.26% of the 13F portfolio, value $429,680.

    13F-HR 0002039212-26-000002 filed by Code Waechter 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 4,523 shares
    Change vs previous 13F -39 shares

    0.33% of the 13F portfolio, value $521,547.

    13F-HR 0002039212-26-000001 filed by Code Waechter 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 4,562 shares
    Change vs previous 13F -37 shares

    0.35% of the 13F portfolio, value $540,050.

    13F-HR 0002039212-25-000006 filed by Code Waechter 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 4,599 shares
    Change vs previous 13F +1,518 shares

    0.34% of the 13F portfolio, value $477,192.

    13F-HR 0002039212-25-000005 filed by Code Waechter 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 3,081 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $337,000.

    13F-HR 0002039212-25-000003 filed by Code Waechter LLC
    Filed (acceptance time not in the bulk data set), ingested

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