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Disclosery

Financial Architects, Inc: AEP position timeline

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

Financial Architects, Inc held 3,564 AEP shares at 2023-06-30 per its 13F-HR filed 2023-08-10.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 3,564 shares
    Change vs previous 13F -391 shares

    0.05% of the 13F portfolio, value $300,076.

    13F-HR 0001085146-23-003194 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-03-31
    13F 3,955 shares
    Change vs previous 13F +104 shares

    0.06% of the 13F portfolio, value $359,905.

    13F-HR 0001085146-23-002307 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 3,851 shares
    Change vs previous 13F +3 shares

    0.06% of the 13F portfolio, value $365,686.

    13F-HR 0001085146-23-000691 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-09-30
    13F 3,848 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $333,000.

    13F-HR 0001085146-22-003981 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-06-30
    13F 3,844 shares
    Change vs previous 13F -24 shares

    0.47% of the 13F portfolio, value $369,000.

    13F-HR 0001085146-22-002979 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-03-31
    13F 3,868 shares
    Change vs previous 13F +323 shares

    0.06% of the 13F portfolio, value $386,000.

    13F-HR 0001085146-22-001737 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-12-31
    13F 3,545 shares
    Change vs previous 13F +69 shares

    0.04% of the 13F portfolio, value $315,000.

    13F-HR 0001085146-22-000952 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-09-30
    13F 3,476 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $282,000.

    13F-HR 0001085146-21-003139 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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