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Disclosery

HBW ADVISORY SERVICES LLC: AEP position timeline

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

HBW ADVISORY SERVICES LLC held 22,172 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,172 shares
    Change vs previous 13F +5,177 shares

    0.27% of the 13F portfolio, value $3,033,419.

    13F-HR 0001790525-26-000003 filed by HBW ADVISORY SERVICES 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 16,995 shares
    Change vs previous 13F +479 shares

    0.23% of the 13F portfolio, value $2,227,644.

    13F-HR 0001790525-26-000002 filed by HBW ADVISORY SERVICES 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 16,516 shares
    Change vs previous 13F -9,045 shares

    0.21% of the 13F portfolio, value $1,904,494.

    13F-HR 0001790525-26-000001 filed by HBW ADVISORY SERVICES 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 25,561 shares
    Change vs previous 13F -621 shares

    0.32% of the 13F portfolio, value $2,875,558.

    13F-HR 0001790525-25-000006 filed by HBW ADVISORY SERVICES 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 26,182 shares
    Change vs previous 13F -2,513 shares

    0.33% of the 13F portfolio, value $2,716,642.

    13F-HR 0001790525-25-000004 filed by HBW ADVISORY SERVICES 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 28,695 shares
    Change vs previous 13F +1,157 shares

    0.45% of the 13F portfolio, value $3,135,481.

    13F-HR 0001790525-25-000003 filed by HBW ADVISORY SERVICES 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 27,538 shares
    Change vs previous 13F +304 shares

    0.2% of the 13F portfolio, value $1,912,546.

    13F-HR 0001790525-25-000001 filed by HBW ADVISORY SERVICES 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 27,234 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,794,159.

    13F-HR 0001790525-24-000005 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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