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Navalign, LLC: AEP position timeline

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

Navalign, LLC held 10,624 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,624 shares
    Change vs previous 13F +17 shares

    0.34% of the 13F portfolio, value $1,453,496.

    13F-HR 0001820593-26-000004 filed by Navalign, 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 10,607 shares
    Change vs previous 13F +67 shares

    0.35% of the 13F portfolio, value $1,390,359.

    13F-HR 0001820593-26-000003 filed by Navalign, 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 10,540 shares
    Change vs previous 13F +237 shares

    0.3% of the 13F portfolio, value $1,215,335.

    13F-HR 0001820593-26-000001 filed by Navalign, 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 10,303 shares
    Change vs previous 13F +42 shares

    0.31% of the 13F portfolio, value $1,159,139.

    13F-HR 0001820593-25-000004 filed by Navalign, 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 10,261 shares
    Change vs previous 13F -161 shares

    0.29% of the 13F portfolio, value $1,064,701.

    13F-HR 0001085146-25-004512 filed by Navalign, 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 10,422 shares
    Change vs previous 13F +309 shares

    0.32% of the 13F portfolio, value $1,138,801.

    13F-HR 0001085146-25-002462 filed by Navalign, 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 10,113 shares
    Change vs previous 13F +299 shares

    0.27% of the 13F portfolio, value $932,688.

    13F-HR 0001085146-25-001737 filed by Navalign, 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 9,814 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,006,951.

    13F-HR 0001085146-24-005285 filed by Navalign, LLC
    Filed (acceptance time not in the bulk data set), ingested

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