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CoreCap Advisors, LLC: AEP position timeline

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

CoreCap Advisors, LLC held 61,075 AEP shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 61,075 shares
    Change vs previous 13F +7,072 shares

    0.21% of the 13F portfolio, value $7,245,980.

    13F-HR 0001902501-26-000006 filed by CoreCap Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,003 shares
    Change vs previous 13F +3,538 shares

    0.22% of the 13F portfolio, value $7,388,160.

    13F-HR 0001902501-26-000003 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 50,465 shares
    Change vs previous 13F +4,680 shares

    0.23% of the 13F portfolio, value $6,615,066.

    13F-HR 0001902501-26-000002 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 45,785 shares
    Change vs previous 13F +3,836 shares

    0.18% of the 13F portfolio, value $5,279,420.

    13F-HR 0001902501-26-000001 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 41,949 shares
    Change vs previous 13F +4,757 shares

    0.17% of the 13F portfolio, value $4,719,324.

    13F-HR 0001902501-25-000005 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 37,192 shares
    Change vs previous 13F +1,823 shares

    0.16% of the 13F portfolio, value $3,859,110.

    13F-HR 0001902501-25-000004 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 35,369 shares
    Change vs previous 13F +5,681 shares

    0.17% of the 13F portfolio, value $3,864,800.

    13F-HR 0001984732-25-000005 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 29,688 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,738,170.

    13F-HR 0001984732-25-000003 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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