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Disclosery

James T. Borello RIA: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of James T. Borello RIA on AEP, newest first. How the timeline and the estimate are built.

James T. Borello RIA held 623 AEP shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 623 shares
    Change vs previous 13F -42 shares

    0.02% of the 13F portfolio, value $73,913.

    13F-HR 0002157919-26-000001 filed by James T. Borello RIA
    Accepted , ingested

  2. period ended2026-06-30
    13F 665 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $90,978.

    13F-HR 0002157919-26-000015 filed by James T. Borello RIA
    Accepted , ingested

  3. period ended2026-03-31
    13F 662 shares
    Change vs previous 13F +62 shares

    0.02% of the 13F portfolio, value $86,775.

    13F-HR 0002157919-26-000014 filed by James T. Borello RIA
    Accepted , ingested

  4. period ended2025-12-31
    13F 600 shares
    Change vs previous 13F +50 shares

    0.02% of the 13F portfolio, value $69,186.

    13F-HR 0002157919-26-000013 filed by James T. Borello RIA
    Accepted , ingested

  5. period ended2025-09-30
    13F 550 shares
    Change vs previous 13F +31 shares

    0.02% of the 13F portfolio, value $61,876.

    13F-HR 0002157919-26-000012 filed by James T. Borello RIA
    Accepted , ingested

  6. period ended2025-06-30
    13F 519 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $53,851.

    13F-HR 0002157919-26-000011 filed by James T. Borello RIA
    Accepted , ingested

  7. period ended2025-03-31
    13F 503 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $54,963.

    13F-HR 0002157919-26-000010 filed by James T. Borello RIA
    Accepted , ingested