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MERCER GLOBAL ADVISORS INC /ADV: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on AEP, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 209,913 AEP shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 209,913 shares
    Change vs previous 13F +16,485 shares

    0.04% of the 13F portfolio, value $28,718,139.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 193,428 shares
    Change vs previous 13F -5,425 shares

    0.04% of the 13F portfolio, value $25,354,541.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 198,853 shares
    Change vs previous 13F +23,010 shares

    0.03% of the 13F portfolio, value $22,606,962.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 175,843 shares
    Change vs previous 13F +28,940 shares

    0.03% of the 13F portfolio, value $19,782,429.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 146,903 shares
    Change vs previous 13F -28,393 shares

    0.03% of the 13F portfolio, value $15,242,591.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 175,296 shares
    Change vs previous 13F +24,997 shares

    0.04% of the 13F portfolio, value $19,154,005.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 150,299 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $13,862,068.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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