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Disclosery

Joseph Group Capital Management: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joseph Group Capital Management on AEP, newest first. How the timeline and the estimate are built.

Joseph Group Capital Management held 39,115 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,115 shares
    Change vs previous 13F +1,100 shares

    1.12% of the 13F portfolio, value $5,351,314.

    13F-HR 0001910383-26-000003 filed by Joseph Group Capital Management
    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 38,015 shares
    Change vs previous 13F +1,341 shares

    1.24% of the 13F portfolio, value $4,982,955.

    13F-HR 0001910383-26-000002 filed by Joseph Group Capital Management
    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 36,674 shares
    Change vs previous 13F -2,148 shares

    1.11% of the 13F portfolio, value $4,228,844.

    13F-HR 0001910383-26-000001 filed by Joseph Group Capital Management
    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 38,822 shares
    Change vs previous 13F +5,262 shares

    1.23% of the 13F portfolio, value $4,367,458.

    13F-HR 0001910383-25-000009 filed by Joseph Group Capital Management
    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/A 33,560 shares
    Change vs previous 13F +2,753 shares

    1.17% of the 13F portfolio, value $3,482,180.

    13F-HR/A 0001910383-25-000006 filed by Joseph Group Capital Management
    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 30,807 shares
    Change vs previous 13F -1,366 shares

    1.29% of the 13F portfolio, value $3,366,286.

    13F-HR 0001910383-25-000002 filed by Joseph Group Capital Management
    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 32,173 shares
    Change vs previous 13F +7,417 shares

    1.17% of the 13F portfolio, value $2,967,321.

    13F-HR 0001910383-25-000001 filed by Joseph Group Capital Management
    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 24,756 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,539,966.

    13F-HR 0001910383-24-000005 filed by Joseph Group Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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