GW HENSSLER & ASSOCIATES LTD: AEP position timeline

GW HENSSLER & ASSOCIATES LTD held 301,784 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 301,784 shares

   Change vs previous 13F -25 shares

   1.84% of the 13F portfolio, value $41,287,033.

   13F-HR 0001172661-26-002877 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 301,809 shares

   Change vs previous 13F -2,829 shares

   1.86% of the 13F portfolio, value $39,561,130.

   13F-HR 0001172661-26-002261 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 304,638 shares

   Change vs previous 13F -4,571 shares

   1.69% of the 13F portfolio, value $35,127,793.

   13F-HR 0001172661-26-000567 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 309,209 shares

   Change vs previous 13F +614 shares

   1.74% of the 13F portfolio, value $34,785,957.

   13F-HR 0001080369-26-000001 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-06-30

   13F 308,595 shares

   Change vs previous 13F +4,906 shares

   1.71% of the 13F portfolio, value $32,019,842.

   13F-HR 0001080369-25-000009 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F/A 303,689 shares

   Change vs previous 13F +6,109 shares

   1.9% of the 13F portfolio, value $33,184,079.

   13F-HR/A 0001080369-25-000007 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2025-05-15 (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).

7. period ended2024-12-31

   13F 297,580 shares

   Change vs previous 13F -3,957 shares

   1.75% of the 13F portfolio, value $30,531,732.

   13F-HR 0001080369-25-000002 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2025-01-24 (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).

8. period ended2024-09-30

   13F 301,537 shares

   Change vs previous 13F not available

   1.75% of the 13F portfolio, value $30,937,720.

   13F-HR 0001080369-24-000008 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2024-10-25 (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).