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EVERPAR ADVISORS LLC: AEP position timeline

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

EVERPAR ADVISORS LLC held 10,392 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,392 shares
    Change vs previous 13F +202 shares

    0.4% of the 13F portfolio, value $1,421,661.

    13F-HR 0001951757-26-000936 filed by EVERPAR 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 10,190 shares
    Change vs previous 13F -205 shares

    0.46% of the 13F portfolio, value $1,335,705.

    13F-HR 0001951757-26-000658 filed by EVERPAR 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 10,395 shares
    Change vs previous 13F -1,592 shares

    0.44% of the 13F portfolio, value $1,198,647.

    13F-HR 0001951757-26-000020 filed by EVERPAR 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 11,987 shares
    Change vs previous 13F +304 shares

    0.53% of the 13F portfolio, value $1,348,538.

    13F-HR 0001951757-25-001165 filed by EVERPAR 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 11,683 shares
    Change vs previous 13F +28 shares

    0.55% of the 13F portfolio, value $1,212,228.

    13F-HR 0001951757-25-000581 filed by EVERPAR 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 11,655 shares
    Change vs previous 13F +84 shares

    0.68% of the 13F portfolio, value $1,273,542.

    13F-HR 0001951757-25-000377 filed by EVERPAR 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 11,571 shares
    Change vs previous 13F +1,179 shares

    0.54% of the 13F portfolio, value $1,067,193.

    13F-HR 0001951757-25-000033 filed by EVERPAR 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 10,392 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,066,219.

    13F-HR 0001951757-24-000980 filed by EVERPAR ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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