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Disclosery

LEGACY SOLUTIONS, LLC: AEP position timeline

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

LEGACY SOLUTIONS, LLC held 2,067 AEP shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,067 shares
    Change vs previous 13F -152 shares

    0.19% of the 13F portfolio, value $245,171.

    13F-HR 0002053314-26-000005 filed by LEGACY SOLUTIONS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,219 shares
    Change vs previous 13F +13 shares

    0.25% of the 13F portfolio, value $303,577.

    13F-HR 0002053314-26-000003 filed by LEGACY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,206 shares
    Change vs previous 13F +7 shares

    0.27% of the 13F portfolio, value $289,180.

    13F-HR 0002053314-26-000002 filed by LEGACY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,199 shares
    Change vs previous 13F +80 shares

    0.22% of the 13F portfolio, value $253,522.

    13F-HR 0002053314-26-000001 filed by LEGACY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,119 shares
    Change vs previous 13F -38 shares

    0.21% of the 13F portfolio, value $238,371.

    13F-HR 0002053314-25-000006 filed by LEGACY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,157 shares
    Change vs previous 13F +194 shares

    0.21% of the 13F portfolio, value $223,790.

    13F-HR 0002053314-25-000005 filed by LEGACY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,963 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $214,544.

    13F-HR 0002053314-25-000002 filed by LEGACY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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