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Elevated Capital Advisors, LLC: AEP position timeline

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

Elevated Capital Advisors, LLC held 3,072 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,072 shares
    Change vs previous 13F -3,376 shares

    0.12% of the 13F portfolio, value $420,287.

    13F-HR 0001802387-26-000003 filed by Elevated Capital Advisors, 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 6,448 shares
    Change vs previous 13F -642 shares

    0.21% of the 13F portfolio, value $845,166.

    13F-HR 0001802387-26-000002 filed by Elevated Capital 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 ended2025-12-31
    13F 7,090 shares
    Change vs previous 13F -78 shares

    0.19% of the 13F portfolio, value $817,534.

    13F-HR 0001802387-26-000001 filed by Elevated Capital 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 ended2025-09-30
    13F 7,168 shares
    Change vs previous 13F -1,011 shares

    0.2% of the 13F portfolio, value $806,386.

    13F-HR 0001802387-25-000005 filed by Elevated Capital 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 ended2025-06-30
    13F 8,179 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $893,711.

    13F-HR 0001802387-25-000003 filed by Elevated Capital 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 ended2025-03-31
    13F 8,179 shares
    Change vs previous 13F +221 shares

    0.25% of the 13F portfolio, value $893,711.

    13F-HR 0001802387-25-000002 filed by Elevated Capital 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 ended2024-12-31
    13F 7,958 shares
    Change vs previous 13F -28 shares

    0.2% of the 13F portfolio, value $733,962.

    13F-HR 0001802387-25-000001 filed by Elevated Capital 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 ended2024-09-30
    13F 7,986 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $819,320.

    13F-HR 0001802387-24-000004 filed by Elevated Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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