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Disclosery

LFG Wealth Partners, LLC: AEP position timeline

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

LFG Wealth Partners, LLC held 8,107 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,107 shares
    Change vs previous 13F -4,346 shares

    0.52% of the 13F portfolio, value $1,109,134.

    13F-HR 0002085853-26-000932 filed by LFG Wealth Partners, 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 12,453 shares
    Change vs previous 13F +999 shares

    0.98% of the 13F portfolio, value $1,632,390.

    13F-HR 0002085853-26-000624 filed by LFG Wealth Partners, 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 11,454 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,320,812.

    13F-HR 0002085853-26-000266 filed by LFG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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