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New Age Alpha Advisors, LLC: AEP position timeline

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

New Age Alpha Advisors, LLC held 28,480 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,480 shares
    Change vs previous 13F +9,526 shares

    0.17% of the 13F portfolio, value $3,896,349.

    13F-HR 0001764807-26-000009 filed by New Age Alpha Advisors, 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 18,954 shares
    Change vs previous 13F +17,539 shares

    0.12% of the 13F portfolio, value $2,484,490.

    13F-HR 0001764807-26-000005 filed by New Age Alpha Advisors, 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 1,415 shares
    Change vs previous 13F -85 shares

    0.01% of the 13F portfolio, value $163,164.

    13F-HR 0001764807-26-000002 filed by New Age Alpha Advisors, 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 1,500 shares
    Change vs previous 13F +589 shares

    0.01% of the 13F portfolio, value $168,750.

    13F-HR 0001764807-25-000004 filed by New Age Alpha Advisors, 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 911 shares
    Change vs previous 13F -10,545 shares

    <0.01% of the 13F portfolio, value $94,526.

    13F-HR 0001855205-25-000042 filed by New Age Alpha Advisors, 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 11,456 shares
    Change vs previous 13F -9,170 shares

    0.06% of the 13F portfolio, value $1,251,797.

    13F-HR 0001855205-25-000022 filed by New Age Alpha Advisors, 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/A 20,626 shares
    Change vs previous 13F +20,222 shares

    0.08% of the 13F portfolio, value $1,902,336.

    13F-HR/A 0001855205-25-000012 filed by New Age Alpha Advisors, 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 404 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $41,450.

    13F-HR 0001855205-24-000056 filed by New Age Alpha Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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