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Frank, Rimerman Advisors LLC: AEP position timeline

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

Frank, Rimerman Advisors LLC held 11,696 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,696 shares
    Change vs previous 13F +185 shares

    0.09% of the 13F portfolio, value $1,600,130.

    13F-HR 0001172661-26-002823 filed by Frank, Rimerman 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 11,511 shares
    Change vs previous 13F +15 shares

    0.1% of the 13F portfolio, value $1,508,862.

    13F-HR 0001172661-26-001573 filed by Frank, Rimerman 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 11,496 shares
    Change vs previous 13F +525 shares

    0.08% of the 13F portfolio, value $1,325,604.

    13F-HR 0001172661-26-000203 filed by Frank, Rimerman 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 10,971 shares
    Change vs previous 13F +3,048 shares

    0.08% of the 13F portfolio, value $1,234,238.

    13F-HR 0001172661-25-004566 filed by Frank, Rimerman 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 7,923 shares
    Change vs previous 13F -1,356 shares

    0.06% of the 13F portfolio, value $822,090.

    13F-HR 0001172661-25-002995 filed by Frank, Rimerman 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 9,279 shares
    Change vs previous 13F +996 shares

    0.08% of the 13F portfolio, value $1,013,916.

    13F-HR 0001172661-25-001659 filed by Frank, Rimerman 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 8,283 shares
    Change vs previous 13F +498 shares

    0.06% of the 13F portfolio, value $763,941.

    13F-HR 0001172661-25-000600 filed by Frank, Rimerman 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 7,785 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $798,741.

    13F-HR 0001172661-24-004348 filed by Frank, Rimerman Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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