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Hixon Zuercher, LLC: AEP position timeline

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

Hixon Zuercher, LLC held 15,275 AEP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,275 shares
    Change vs previous 13F +52 shares

    0.52% of the 13F portfolio, value $1,812,230.

    13F-HR 0002085853-26-001143 filed by Hixon Zuercher, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,223 shares
    Change vs previous 13F -107 shares

    0.61% of the 13F portfolio, value $2,082,726.

    13F-HR 0002085853-26-000772 filed by Hixon Zuercher, 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 15,330 shares
    Change vs previous 13F +29 shares

    0.63% of the 13F portfolio, value $2,009,458.

    13F-HR 0002085853-26-000411 filed by Hixon Zuercher, 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 15,301 shares
    Change vs previous 13F -271 shares

    0.53% of the 13F portfolio, value $1,764,310.

    13F-HR 0002085853-26-000082 filed by Hixon Zuercher, 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 15,572 shares
    Change vs previous 13F +185 shares

    0.53% of the 13F portfolio, value $1,751,849.

    13F-HR 0002085853-25-000070 filed by Hixon Zuercher, 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 15,387 shares
    Change vs previous 13F +213 shares

    0.52% of the 13F portfolio, value $1,596,555.

    13F-HR 0001667731-25-001033 filed by Hixon Zuercher, 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 15,174 shares
    Change vs previous 13F +341 shares

    0.58% of the 13F portfolio, value $1,658,068.

    13F-HR 0001667731-25-000533 filed by Hixon Zuercher, 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 14,833 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,368,001.

    13F-HR 0001667731-25-000096 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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