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Good Steward Wealth Advisors,LLC: AEP position timeline

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

Good Steward Wealth Advisors,LLC held 2,117 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,117 shares
    Change vs previous 13F -40 shares

    0.17% of the 13F portfolio, value $289,627.

    13F-HR 0001765380-26-000260 filed by Good Steward Wealth 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 2,157 shares
    Change vs previous 13F -52 shares

    0.18% of the 13F portfolio, value $282,740.

    13F-HR 0001765380-26-000135 filed by Good Steward Wealth 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 2,209 shares
    Change vs previous 13F -390 shares

    0.17% of the 13F portfolio, value $254,720.

    13F-HR 0001765380-26-000022 filed by Good Steward Wealth 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 2,599 shares
    Change vs previous 13F -903 shares

    0.2% of the 13F portfolio, value $292,388.

    13F-HR 0001765380-25-000439 filed by Good Steward Wealth 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 3,502 shares
    Change vs previous 13F -1,645 shares

    0.28% of the 13F portfolio, value $363,368.

    13F-HR 0001765380-25-000242 filed by Good Steward Wealth 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 5,147 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $562,413.

    13F-HR 0001765380-25-000147 filed by Good Steward Wealth Advisors,LLC
    Filed (acceptance time not in the bulk data set), ingested

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