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Elyxium Wealth, LLC: AEP position timeline

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

Elyxium Wealth, LLC held 1,650 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 1,650 shares
    Change vs previous 13F -271 shares

    0.02% of the 13F portfolio, value $225,789.

    13F-HR 0002043538-26-000003 filed by Elyxium Wealth, 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 1,921 shares
    Change vs previous 13F -706 shares

    0.08% of the 13F portfolio, value $251,843.

    13F-HR 0002043538-26-000002 filed by Elyxium Wealth, 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 2,627 shares
    Change vs previous 13F -619 shares

    0.09% of the 13F portfolio, value $302,943.

    13F-HR 0002043538-26-000001 filed by Elyxium Wealth, 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 3,246 shares
    Change vs previous 13F -822 shares

    0.13% of the 13F portfolio, value $365,188.

    13F-HR 0002043538-25-000009 filed by Elyxium Wealth, 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 4,068 shares
    Change vs previous 13F +1,818 shares

    0.16% of the 13F portfolio, value $422,096.

    13F-HR 0002043538-25-000005 filed by Elyxium Wealth, 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 2,250 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $245,858.

    13F-HR 0002043538-25-000003 filed by Elyxium Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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