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Disclosery

Global Assets Advisory, LLC: AEP position timeline

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

Global Assets Advisory, LLC held 1,493 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 1,493 shares
    Change vs previous 13F +26 shares

    0.04% of the 13F portfolio, value $201,749.

    13F-HR 0001420506-26-001303 filed by Global Assets Advisory, 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 1,467 shares
    Change vs previous 13F +1,467 shares

    0.06% of the 13F portfolio, value $192,294.

    13F-HR 0001420506-26-000778 filed by Global Assets Advisory, 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 0 shares
    Change vs previous 13F -2,889 shares

    13F-HR 0001420506-26-000219 filed by Global Assets Advisory, 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.

  4. period ended2025-09-30
    13F 2,889 shares
    Change vs previous 13F +210 shares

    0.1% of the 13F portfolio, value $325,013.

    13F-HR 0001420506-25-002952 filed by Global Assets Advisory, 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 2,679 shares
    Change vs previous 13F -2,689 shares

    0.11% of the 13F portfolio, value $279,661.

    13F-HR 0001420506-25-001562 filed by Global Assets Advisory, 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 5,368 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $554,195.

    13F-HR 0001420506-25-000811 filed by Global Assets Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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