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Miller Financial Services LLC: AEP position timeline

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

Miller Financial Services LLC held 8,467 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,467 shares
    Change vs previous 13F +5,850 shares

    0.94% of the 13F portfolio, value $1,158,370.

    13F-HR 0002022893-26-000005 filed by Miller Financial Services 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 2,617 shares
    Change vs previous 13F -5 shares

    0.38% of the 13F portfolio, value $343,036.

    13F-HR 0002022893-26-000004 filed by Miller Financial Services 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 2,622 shares
    Change vs previous 13F -35 shares

    0.35% of the 13F portfolio, value $302,343.

    13F-HR 0002022893-26-000001 filed by Miller Financial Services 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 2,657 shares
    Change vs previous 13F -25 shares

    0.35% of the 13F portfolio, value $298,913.

    13F-HR 0002022893-25-000008 filed by Miller Financial Services 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 2,682 shares
    Change vs previous 13F -6 shares

    0.35% of the 13F portfolio, value $278,284.

    13F-HR 0002022893-25-000005 filed by Miller Financial Services 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 2,688 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $293,718.

    13F-HR 0002022893-25-000003 filed by Miller Financial Services 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 2,688 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $247,914.

    13F-HR 0002022893-25-000002 filed by Miller Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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