Kovack Advisors, Inc.: AEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kovack Advisors, Inc. on AEP, newest first. How the timeline and the estimate are built.
Kovack Advisors, Inc. held 6,777 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 6,777 sharesChange vs previous 13F +746 shares
0.04% of the 13F portfolio, value $920,877.
13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,031 sharesChange vs previous 13F -118 shares
0.04% of the 13F portfolio, value $792,590.
13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 6,149 sharesChange vs previous 13F +3,399 shares
0.03% of the 13F portfolio, value $708,988.
13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,750 sharesChange vs previous 13F -520 shares
0.03% of the 13F portfolio, value $309,420.
13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,270 sharesChange vs previous 13F +84 shares
0.03% of the 13F portfolio, value $339,301.
13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,186 sharesChange vs previous 13F +414 shares
0.04% of the 13F portfolio, value $348,175.
13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,772 sharesChange vs previous 13F +7 shares
0.03% of the 13F portfolio, value $255,653.
13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,765 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $283,694.
13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).