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Disclosery

Horizon Investments, LLC: AEP position timeline

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

Horizon Investments, LLC held 62,687 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,687 shares
    Change vs previous 13F +5,381 shares

    0.09% of the 13F portfolio, value $8,511,641.

    13F-HR 0001560717-26-000008 filed by Horizon Investments, 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 57,306 shares
    Change vs previous 13F -849 shares

    0.08% of the 13F portfolio, value $7,457,230.

    13F-HR 0001560717-26-000007 filed by Horizon Investments, 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 58,155 shares
    Change vs previous 13F +15,853 shares

    0.08% of the 13F portfolio, value $6,705,853.

    13F-HR 0001560717-26-000002 filed by Horizon Investments, 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 42,302 shares
    Change vs previous 13F +22,463 shares

    0.06% of the 13F portfolio, value $4,721,749.

    13F-HR 0001560717-25-000008 filed by Horizon Investments, 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 19,839 shares
    Change vs previous 13F +9,458 shares

    0.03% of the 13F portfolio, value $2,041,631.

    13F-HR 0001560717-25-000006 filed by Horizon Investments, 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 10,381 shares
    Change vs previous 13F +419 shares

    0.03% of the 13F portfolio, value $1,124,262.

    13F-HR 0001560717-25-000004 filed by Horizon Investments, 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 9,962 shares
    Change vs previous 13F +191 shares

    0.03% of the 13F portfolio, value $910,328.

    13F-HR 0001560717-25-000001 filed by Horizon Investments, 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 9,771 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $992,831.

    13F-HR 0001560717-24-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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