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Disclosery

IEQ CAPITAL, LLC: AEP position timeline

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

IEQ CAPITAL, LLC held 9,402 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,402 shares
    Change vs previous 13F -29,723 shares

    0.01% of the 13F portfolio, value $1,286,315.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 39,125 shares
    Change vs previous 13F +14,982 shares

    0.02% of the 13F portfolio, value $5,128,548.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 24,143 shares
    Change vs previous 13F -79,548 shares

    0.01% of the 13F portfolio, value $2,783,949.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 103,691 shares
    Change vs previous 13F +98,016 shares

    0.04% of the 13F portfolio, value $11,665,165.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 5,675 shares
    Change vs previous 13F -22,661 shares

    <0.01% of the 13F portfolio, value $588,812.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 28,336 shares
    Change vs previous 13F +13,434 shares

    0.02% of the 13F portfolio, value $3,096,172.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 14,902 shares
    Change vs previous 13F -2,144 shares

    0.01% of the 13F portfolio, value $1,374,397.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 17,046 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,748,922.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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