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Disclosery

HF Advisory Group, LLC: AEP position timeline

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

HF Advisory Group, LLC held 4,476 AEP shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,476 shares
    Change vs previous 13F +105 shares

    0.16% of the 13F portfolio, value $531,051.

    13F-HR 0002085853-26-001137 filed by HF Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,371 shares
    Change vs previous 13F -77 shares

    0.18% of the 13F portfolio, value $598,064.

    13F-HR 0002085853-26-000665 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,448 shares
    Change vs previous 13F +72 shares

    0.2% of the 13F portfolio, value $583,073.

    13F-HR 0002085853-26-000446 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 4,376 shares
    Change vs previous 13F -32 shares

    0.18% of the 13F portfolio, value $504,545.

    13F-HR/A 0002085853-26-000077 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,408 shares
    Change vs previous 13F +40 shares

    0.18% of the 13F portfolio, value $495,896.

    13F-HR 0002085853-25-000012 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,368 shares
    Change vs previous 13F -211 shares

    0.18% of the 13F portfolio, value $453,194.

    13F-HR 0001667731-25-000772 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,579 shares
    Change vs previous 13F +114 shares

    0.22% of the 13F portfolio, value $500,259.

    13F-HR 0001667731-25-000411 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,465 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $411,750.

    13F-HR 0001667731-25-000039 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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