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IFP Advisors, Inc: AEP position timeline

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

IFP Advisors, Inc held 5,946 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,946 shares
    Change vs previous 13F -16 shares

    0.01% of the 13F portfolio, value $813,472.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 5,962 shares
    Change vs previous 13F -11,314 shares

    0.02% of the 13F portfolio, value $781,499.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 17,276 shares
    Change vs previous 13F +4,590 shares

    0.04% of the 13F portfolio, value $1,992,096.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 12,686 shares
    Change vs previous 13F +6,843 shares

    0.04% of the 13F portfolio, value $1,427,175.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 5,843 shares
    Change vs previous 13F -224 shares

    0.02% of the 13F portfolio, value $711,850.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 6,067 shares
    Change vs previous 13F -349 shares

    0.02% of the 13F portfolio, value $666,734.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 6,416 shares
    Change vs previous 13F -12,437 shares

    0.02% of the 13F portfolio, value $594,942.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 18,853 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,934,192.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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