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Disclosery

Family Manage LLC: AEP position timeline

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

Family Manage LLC held 2,165 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 2,165 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $296,194.

    13F-HR 0001398344-26-014630 filed by Family Manage 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 2,165 shares
    Change vs previous 13F -173 shares

    0.03% of the 13F portfolio, value $283,788.

    13F-HR 0001398344-26-009312 filed by Family Manage 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 2,338 shares
    Change vs previous 13F +173 shares

    0.03% of the 13F portfolio, value $269,595.

    13F-HR 0001398344-26-003235 filed by Family Manage 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 2,165 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $243,563.

    13F-HR 0001398344-25-020877 filed by Family Manage 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 2,165 shares
    Change vs previous 13F -192 shares

    0.03% of the 13F portfolio, value $224,640.

    13F-HR 0001398344-25-015679 filed by Family Manage 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 2,357 shares
    Change vs previous 13F +2,357 shares

    0.04% of the 13F portfolio, value $257,549.

    13F-HR 0001398344-25-009654 filed by Family Manage 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 0 shares
    Change vs previous 13F -2,179 shares

    13F-HR 0001398344-25-002872 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 2,179 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $223,565.

    13F-HR 0001398344-24-020770 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

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