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FMA ADVISORY INC: AEP position timeline

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

FMA ADVISORY INC held 66,525 AEP shares at 2021-09-30 per its 13F-HR filed 2021-11-15.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 66,525 shares
    Change vs previous 13F +363 shares

    2.01% of the 13F portfolio, value $5,400,000.

    13F-HR 0001221073-21-000118 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 66,162 shares
    Change vs previous 13F +921 shares

    2.08% of the 13F portfolio, value $5,597,000.

    13F-HR 0001221073-21-000097 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 65,241 shares
    Change vs previous 13F +1,796 shares

    1.71% of the 13F portfolio, value $5,526,000.

    13F-HR 0001221073-21-000052 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 63,445 shares
    Change vs previous 13F +3,694 shares

    1.76% of the 13F portfolio, value $5,283,000.

    13F-HR 0001221073-21-000041 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 59,751 shares
    Change vs previous 13F +4,154 shares

    1.95% of the 13F portfolio, value $4,883,000.

    13F-HR 0001221073-21-000040 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 55,597 shares
    Change vs previous 13F +3,855 shares

    1.99% of the 13F portfolio, value $4,428,000.

    13F-HR 0001221073-21-000039 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-03-31
    13F 51,742 shares
    Change vs previous 13F -962 shares

    2.25% of the 13F portfolio, value $4,138,000.

    13F-HR 0001221073-21-000038 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-12-31
    13F 52,704 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $4,981,000.

    13F-HR 0001221073-21-000037 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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