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Larson Financial Group LLC: AEP position timeline

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

Larson Financial Group LLC held 19,455 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,455 shares
    Change vs previous 13F +1,235 shares

    0.07% of the 13F portfolio, value $2,661,659.

    13F-HR 0001104659-26-096672 filed by Larson Financial Group 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 18,220 shares
    Change vs previous 13F -230 shares

    0.08% of the 13F portfolio, value $2,388,247.

    13F-HR 0001104659-26-061944 filed by Larson Financial Group 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 18,450 shares
    Change vs previous 13F +589 shares

    0.07% of the 13F portfolio, value $2,127,496.

    13F-HR 0001104659-26-011251 filed by Larson Financial Group 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 17,861 shares
    Change vs previous 13F +1,839 shares

    0.07% of the 13F portfolio, value $2,009,340.

    13F-HR 0001104659-25-112247 filed by Larson Financial Group 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 16,022 shares
    Change vs previous 13F +4,323 shares

    0.07% of the 13F portfolio, value $1,662,439.

    13F-HR 0001104659-25-075565 filed by Larson Financial Group 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 11,699 shares
    Change vs previous 13F +655 shares

    0.06% of the 13F portfolio, value $1,278,315.

    13F-HR 0001104659-25-043932 filed by Larson Financial Group 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 11,044 shares
    Change vs previous 13F +9,006 shares

    0.05% of the 13F portfolio, value $1,018,553.

    13F-HR 0001104659-25-010344 filed by Larson Financial Group 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 2,038 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $209,099.

    13F-HR 0001104659-24-116889 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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