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International Private Wealth Advisors LLC: AEP position timeline

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

International Private Wealth Advisors LLC held 10,170 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,170 shares
    Change vs previous 13F +7,010 shares

    0.72% of the 13F portfolio, value $1,391,349.

    13F-HR 0001951757-26-001161 filed by International Private Wealth Advisors 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 3,160 shares
    Change vs previous 13F +304 shares

    0.25% of the 13F portfolio, value $414,270.

    13F-HR 0001951757-26-000667 filed by International Private Wealth Advisors 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 2,856 shares
    Change vs previous 13F -74 shares

    0.21% of the 13F portfolio, value $329,372.

    13F-HR 0001951757-26-000078 filed by International Private Wealth Advisors 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 2,930 shares
    Change vs previous 13F -382 shares

    0.21% of the 13F portfolio, value $329,680.

    13F-HR 0001951757-25-001292 filed by International Private Wealth Advisors 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 3,312 shares
    Change vs previous 13F -935 shares

    0.29% of the 13F portfolio, value $343,621.

    13F-HR 0001951757-25-000617 filed by International Private Wealth Advisors 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 4,247 shares
    Change vs previous 13F +655 shares

    0.44% of the 13F portfolio, value $464,034.

    13F-HR 0001951757-25-000354 filed by International Private Wealth Advisors 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 3,592 shares
    Change vs previous 13F +78 shares

    0.33% of the 13F portfolio, value $331,268.

    13F-HR 0001951757-25-000144 filed by International Private Wealth Advisors 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 3,514 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $360,573.

    13F-HR 0001951757-24-001174 filed by International Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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