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ENDEAVOR PRIVATE WEALTH, INC.: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENDEAVOR PRIVATE WEALTH, INC. on AEP, newest first. How the timeline and the estimate are built.

ENDEAVOR PRIVATE WEALTH, INC. held 3,859 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,859 shares
    Change vs previous 13F -600 shares

    0.13% of the 13F portfolio, value $527,946.

    13F-HR 0001906023-26-000005 filed by ENDEAVOR PRIVATE WEALTH, INC.
    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 4,459 shares
    Change vs previous 13F -800 shares

    0.17% of the 13F portfolio, value $584,512.

    13F-HR 0001906023-26-000003 filed by ENDEAVOR PRIVATE WEALTH, INC.
    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 5,259 shares
    Change vs previous 13F -1,043 shares

    0.17% of the 13F portfolio, value $606,447.

    13F-HR 0001906023-26-000001 filed by ENDEAVOR PRIVATE WEALTH, INC.
    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 6,302 shares
    Change vs previous 13F +549 shares

    0.22% of the 13F portfolio, value $708,912.

    13F-HR 0001906023-25-000008 filed by ENDEAVOR PRIVATE WEALTH, INC.
    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 5,753 shares
    Change vs previous 13F +912 shares

    0.28% of the 13F portfolio, value $596,896.

    13F-HR 0001906023-25-000005 filed by ENDEAVOR PRIVATE WEALTH, INC.
    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 4,841 shares
    Change vs previous 13F +3,894 shares

    0.29% of the 13F portfolio, value $528,914.

    13F-HR 0001906023-25-000003 filed by ENDEAVOR PRIVATE WEALTH, INC.
    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 947 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $87,322.

    13F-HR 0001906023-25-000002 filed by ENDEAVOR PRIVATE WEALTH, INC.
    Filed (acceptance time not in the bulk data set), ingested

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