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Kingsview Wealth Management, LLC: AEP position timeline

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

Kingsview Wealth Management, LLC held 24,755 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,755 shares
    Change vs previous 13F -567 shares

    0.04% of the 13F portfolio, value $3,386,766.

    13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, 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 25,322 shares
    Change vs previous 13F +205 shares

    0.05% of the 13F portfolio, value $3,319,204.

    13F-HR 0001791965-26-000003 filed by Kingsview Wealth Management, 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 25,117 shares
    Change vs previous 13F +801 shares

    0.04% of the 13F portfolio, value $2,896,189.

    13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, 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 24,316 shares
    Change vs previous 13F -1,946 shares

    0.04% of the 13F portfolio, value $2,735,524.

    13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, 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 26,262 shares
    Change vs previous 13F +4,018 shares

    0.05% of the 13F portfolio, value $2,724,935.

    13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, 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 22,244 shares
    Change vs previous 13F +181 shares

    0.05% of the 13F portfolio, value $2,430,615.

    13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, 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 22,063 shares
    Change vs previous 13F +731 shares

    0.04% of the 13F portfolio, value $2,034,874.

    13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, 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 21,332 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,188,645.

    13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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