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Disclosery

HB Wealth Management, LLC: AEP position timeline

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

HB Wealth Management, LLC held 44,065 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,065 shares
    Change vs previous 13F -7,914 shares

    0.03% of the 13F portfolio, value $6,028,567.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 51,979 shares
    Change vs previous 13F +1,741 shares

    0.04% of the 13F portfolio, value $6,813,454.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 50,238 shares
    Change vs previous 13F +1,701 shares

    0.04% of the 13F portfolio, value $5,792,999.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 48,537 shares
    Change vs previous 13F +846 shares

    0.04% of the 13F portfolio, value $5,460,447.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 47,691 shares
    Change vs previous 13F +1,033 shares

    0.04% of the 13F portfolio, value $4,948,438.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 46,658 shares
    Change vs previous 13F +10,758 shares

    0.04% of the 13F portfolio, value $5,098,338.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 35,900 shares
    Change vs previous 13F +4,741 shares

    0.03% of the 13F portfolio, value $3,311,074.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 31,159 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,196,970.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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