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Disclosery

Copley Financial Group, Inc.: AEP position timeline

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

Copley Financial Group, Inc. held 2,003 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,003 shares
    Change vs previous 13F -1,247 shares

    0.17% of the 13F portfolio, value $274,030.

    13F-HR 0002045258-26-000003 filed by Copley Financial Group, Inc.
    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 3,250 shares
    Change vs previous 13F -251 shares

    0.26% of the 13F portfolio, value $426,010.

    13F-HR 0002045258-26-000002 filed by Copley Financial Group, Inc.
    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 3,501 shares
    Change vs previous 13F -342 shares

    0.25% of the 13F portfolio, value $403,700.

    13F-HR 0002045258-26-000001 filed by Copley Financial Group, Inc.
    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 3,843 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $432,338.

    13F-HR 0002045258-25-000006 filed by Copley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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