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FORTE CAPITAL LLC /ADV: AEP position timeline

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

FORTE CAPITAL LLC /ADV held 9,607 AEP shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 9,607 shares
    Change vs previous 13F -105 shares

    0.11% of the 13F portfolio, value $996,822.

    13F-HR 0001140361-25-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 9,712 shares
    Change vs previous 13F -970 shares

    0.13% of the 13F portfolio, value $1,061,230.

    13F-HR 0001140361-25-017109 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 10,682 shares
    Change vs previous 13F -65 shares

    0.11% of the 13F portfolio, value $985,201.

    13F-HR 0001140361-25-002814 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 10,747 shares
    Change vs previous 13F +3,445 shares

    0.12% of the 13F portfolio, value $1,102,642.

    13F-HR 0001140361-24-044741 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 7,302 shares
    Change vs previous 13F -25 shares

    0.08% of the 13F portfolio, value $640,677.

    13F-HR 0001140361-24-037007 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 7,327 shares
    Change vs previous 13F +2,520 shares

    0.08% of the 13F portfolio, value $630,855.

    13F-HR 0001140361-24-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 4,807 shares
    Change vs previous 13F -577 shares

    0.05% of the 13F portfolio, value $390,425.

    13F-HR 0001140361-24-005823 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 5,384 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $404,984.

    13F-HR 0001398344-23-020503 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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