Grant/GrossMendelsohn, LLC: AEP position timeline

Grant/GrossMendelsohn, LLC held 2,289 AEP shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 2,289 shares

   Change vs previous 13F +18 shares

   0.14% of the 13F portfolio, value $245,113.

   13F-HR 0001214659-25-006735 filed by Grant/GrossMendelsohn, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

2. period ended2024-12-31

   13F 2,271 shares

   Change vs previous 13F -473 shares

   0.11% of the 13F portfolio, value $209,456.

   13F-HR 0001214659-25-000598 filed by Grant/GrossMendelsohn, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

3. period ended2024-09-30

   13F 2,744 shares

   Change vs previous 13F +21 shares

   0.12% of the 13F portfolio, value $281,566.

   13F-HR 0001214659-24-017513 filed by Grant/GrossMendelsohn, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

4. period ended2024-06-30

   13F 2,723 shares

   Change vs previous 13F +25 shares

   0.11% of the 13F portfolio, value $238,937.

   13F-HR 0001214659-24-012765 filed by Grant/GrossMendelsohn, LLC
   Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

5. period ended2024-03-31

   13F 2,698 shares

   Change vs previous 13F +27 shares

   0.11% of the 13F portfolio, value $229,518.

   13F-HR 0001214659-24-007533 filed by Grant/GrossMendelsohn, LLC
   Filed 2024-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

6. period ended2023-12-31

   13F 2,671 shares

   Change vs previous 13F +2,671 shares

   0.09% of the 13F portfolio, value $207,921.

   13F-HR 0001214659-24-001405 filed by Grant/GrossMendelsohn, LLC
   Filed 2024-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

7. period ended2023-09-30

   13F 0 shares

   Change vs previous 13F -2,617 shares

   13F-HR 0001214659-23-013837 filed by Grant/GrossMendelsohn, LLC
   Filed 2023-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

   Exited: the 13F for this period no longer lists the position.

8. period ended2023-06-30

   13F 2,617 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $225,135.

   13F-HR 0001214659-23-009755 filed by Grant/GrossMendelsohn, LLC
   Filed 2023-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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