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Disclosery

LPL Financial LLC: AEP position timeline

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

LPL Financial LLC held 1,197,999 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,197,999 shares
    Change vs previous 13F +109,245 shares

    0.04% of the 13F portfolio, value $163,898,240.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 1,088,754 shares
    Change vs previous 13F -183,764 shares

    0.04% of the 13F portfolio, value $142,713,867.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 1,272,518 shares
    Change vs previous 13F -64,628 shares

    0.04% of the 13F portfolio, value $146,734,070.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 1,337,146 shares
    Change vs previous 13F +77,835 shares

    0.04% of the 13F portfolio, value $150,428,867.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 1,259,311 shares
    Change vs previous 13F +96,083 shares

    0.04% of the 13F portfolio, value $130,666,042.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 1,163,228 shares
    Change vs previous 13F +175,343 shares

    0.05% of the 13F portfolio, value $127,105,929.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 987,885 shares
    Change vs previous 13F +112,807 shares

    0.04% of the 13F portfolio, value $91,112,583.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 875,078 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $89,783,077.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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