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Disclosery

Community Financial Services Group, LLC: AEP position timeline

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

Community Financial Services Group, LLC held 44,632 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,632 shares
    Change vs previous 13F -161 shares

    0.88% of the 13F portfolio, value $6,027,552.

    13F-HR 0001537319-26-000003 filed by Community Financial Services Group, 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 44,793 shares
    Change vs previous 13F +917 shares

    1.04% of the 13F portfolio, value $5,897,894.

    13F-HR 0001537319-26-000002 filed by Community Financial Services Group, 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 43,876 shares
    Change vs previous 13F +4,954 shares

    0.93% of the 13F portfolio, value $5,059,353.

    13F-HR 0001537319-26-000001 filed by Community Financial Services Group, 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 38,922 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $4,378,872.

    13F-HR 0001537319-25-000005 filed by Community Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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