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COURIER CAPITAL LLC: AEP position timeline

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

COURIER CAPITAL LLC held 15,014 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,014 shares
    Change vs previous 13F -233 shares

    0.1% of the 13F portfolio, value $2,054,079.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 15,247 shares
    Change vs previous 13F -1,403 shares

    0.11% of the 13F portfolio, value $1,998,636.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 16,650 shares
    Change vs previous 13F +131 shares

    0.11% of the 13F portfolio, value $1,919,944.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 16,519 shares
    Change vs previous 13F -50 shares

    0.11% of the 13F portfolio, value $1,858,432.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 16,569 shares
    Change vs previous 13F -223 shares

    0.1% of the 13F portfolio, value $1,719,165.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 16,792 shares
    Change vs previous 13F -68 shares

    0.12% of the 13F portfolio, value $1,834,843.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 16,860 shares
    Change vs previous 13F +84 shares

    0.11% of the 13F portfolio, value $1,554,973.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 16,776 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,721,228.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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