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HighPoint Advisor Group LLC: AEP position timeline

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

HighPoint Advisor Group LLC held 9,660 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,660 shares
    Change vs previous 13F +525 shares

    0.05% of the 13F portfolio, value $1,321,529.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor Group 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 9,135 shares
    Change vs previous 13F -21,241 shares

    0.05% of the 13F portfolio, value $1,197,472.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor 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 ended2025-12-31
    13F/A 30,376 shares
    Change vs previous 13F +8,332 shares

    0.08% of the 13F portfolio, value $3,502,634.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor 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 ended2025-09-30
    13F 22,044 shares
    Change vs previous 13F +769 shares

    0.12% of the 13F portfolio, value $2,479,943.

    13F-HR 0001616034-25-000010 filed by HighPoint Advisor 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 ended2025-06-30
    13F 21,275 shares
    Change vs previous 13F +119 shares

    0.12% of the 13F portfolio, value $2,207,475.

    13F-HR 0001616034-25-000008 filed by HighPoint Advisor 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 ended2025-03-31
    13F 21,156 shares
    Change vs previous 13F +221 shares

    0.13% of the 13F portfolio, value $2,295,438.

    13F-HR 0001616034-25-000006 filed by HighPoint Advisor 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 ended2024-12-31
    13F 20,935 shares
    Change vs previous 13F +299 shares

    0.12% of the 13F portfolio, value $2,120,347.

    13F-HR 0001616034-25-000003 filed by HighPoint Advisor 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 ended2024-09-30
    13F 20,636 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,117,262.

    13F-HR 0001616034-24-000009 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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