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Disclosery

Commonwealth Financial Services, LLC: AEP position timeline

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

Commonwealth Financial Services, LLC held 20,492 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,492 shares
    Change vs previous 13F +527 shares

    0.38% of the 13F portfolio, value $2,803,531.

    13F-HR 0001536755-26-000007 filed by Commonwealth Financial Services, 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 19,965 shares
    Change vs previous 13F +567 shares

    0.41% of the 13F portfolio, value $2,617,022.

    13F-HR 0001536755-26-000005 filed by Commonwealth 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 ended2025-12-31
    13F 19,398 shares
    Change vs previous 13F +241 shares

    0.37% of the 13F portfolio, value $2,236,726.

    13F-HR 0001536755-26-000003 filed by Commonwealth 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 ended2025-09-30
    13F 19,157 shares
    Change vs previous 13F +606 shares

    0.37% of the 13F portfolio, value $2,155,151.

    13F-HR 0001536755-25-000015 filed by Commonwealth 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 ended2025-06-30
    13F 18,551 shares
    Change vs previous 13F +247 shares

    0.37% of the 13F portfolio, value $1,924,830.

    13F-HR 0001536755-25-000010 filed by Commonwealth 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 ended2025-03-31
    13F 18,304 shares
    Change vs previous 13F +19 shares

    0.41% of the 13F portfolio, value $2,000,056.

    13F-HR 0001536755-25-000007 filed by Commonwealth 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 ended2024-12-31
    13F 18,285 shares
    Change vs previous 13F -364 shares

    0.33% of the 13F portfolio, value $1,686,416.

    13F-HR 0001536755-25-000003 filed by Commonwealth 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 ended2024-09-30
    13F 18,649 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,906,308.

    13F-HR 0001536755-24-000015 filed by Commonwealth Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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