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Independent Advisor Alliance: AEP position timeline

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

Independent Advisor Alliance held 48,671 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,671 shares
    Change vs previous 13F +2,561 shares

    0.16% of the 13F portfolio, value $6,658,663.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 46,110 shares
    Change vs previous 13F +2,034 shares

    0.06% of the 13F portfolio, value $6,044,091.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 44,076 shares
    Change vs previous 13F -1,419 shares

    0.12% of the 13F portfolio, value $5,082,395.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 45,495 shares
    Change vs previous 13F +9,188 shares

    0.13% of the 13F portfolio, value $5,118,230.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 36,307 shares
    Change vs previous 13F -2,033 shares

    0.11% of the 13F portfolio, value $3,767,198.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 38,340 shares
    Change vs previous 13F +2,877 shares

    0.14% of the 13F portfolio, value $4,189,392.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 35,463 shares
    Change vs previous 13F +5,603 shares

    0.04% of the 13F portfolio, value $3,270,746.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 29,860 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,063,620.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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