Litman Gregory Wealth Management LLC: AEP position timeline

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

Litman Gregory Wealth Management LLC held 8,350 AEP shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

period ended2025-12-31
13F 8,350 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $962,839.
13F-HR 0001214659-26-001595 filed by Litman Gregory Wealth Management LLC
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 8,350 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $939,375.
13F-HR 0001214659-25-014997 filed by Litman Gregory Wealth Management LLC
Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).