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
- period ended2026-09-3013F 15,275 sharesChange 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 - period ended2026-06-3013F 15,223 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,330 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,301 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,572 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,387 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,174 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,833 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).