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Disclosery

L.M. KOHN & COMPANY: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on AEP, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 1,800 AEP shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,800 shares
    Change vs previous 13F -578 shares

    0.24% of the 13F portfolio, value $202,526.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 2,378 shares
    Change vs previous 13F -141 shares

    0.07% of the 13F portfolio, value $246,752.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 2,519 shares
    Change vs previous 13F -93 shares

    0.07% of the 13F portfolio, value $275,297.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 2,612 shares
    Change vs previous 13F +139 shares

    0.06% of the 13F portfolio, value $240,888.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 2,473 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $253,735.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 2,472 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $216,851.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 2,470 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $212,646.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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