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Disclosery

Davis Investment Partners, LLC: AEP position timeline

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

Davis Investment Partners, LLC held 4,280 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,280 shares
    Change vs previous 13F -82 shares

    0.18% of the 13F portfolio, value $585,493.

    13F-HR 0001951757-26-001144 filed by Davis Investment Partners, 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 4,362 shares
    Change vs previous 13F -202 shares

    0.2% of the 13F portfolio, value $571,780.

    13F-HR 0001951757-26-000650 filed by Davis Investment Partners, 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 4,564 shares
    Change vs previous 13F -44 shares

    0.18% of the 13F portfolio, value $528,505.

    13F-HR 0001951757-26-000005 filed by Davis Investment Partners, 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 4,608 shares
    Change vs previous 13F -618 shares

    0.18% of the 13F portfolio, value $519,552.

    13F-HR 0001951757-25-001182 filed by Davis Investment Partners, 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 5,226 shares
    Change vs previous 13F +199 shares

    0.2% of the 13F portfolio, value $545,542.

    13F-HR 0001951757-25-000578 filed by Davis Investment Partners, 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 5,027 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $535,778.

    13F-HR 0001951757-25-000373 filed by Davis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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