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Disclosery

D.A. DAVIDSON & CO.: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on AEP, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 51,879 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,879 shares
    Change vs previous 13F -29 shares

    0.04% of the 13F portfolio, value $7,097,638.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 51,908 shares
    Change vs previous 13F +462 shares

    0.04% of the 13F portfolio, value $6,804,169.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 51,446 shares
    Change vs previous 13F +5,542 shares

    0.04% of the 13F portfolio, value $5,932,323.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 45,904 shares
    Change vs previous 13F +3,970 shares

    0.03% of the 13F portfolio, value $5,164,257.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 41,934 shares
    Change vs previous 13F +2,161 shares

    0.03% of the 13F portfolio, value $4,351,143.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 39,773 shares
    Change vs previous 13F +1,652 shares

    0.03% of the 13F portfolio, value $4,346,067.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 38,121 shares
    Change vs previous 13F -1,011 shares

    0.03% of the 13F portfolio, value $3,515,970.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 39,132 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,014,947.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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