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NewEdge Advisors, LLC: AEP position timeline

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

NewEdge Advisors, LLC held 101,934 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,934 shares
    Change vs previous 13F +25,167 shares

    0.04% of the 13F portfolio, value $13,945,485.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 76,767 shares
    Change vs previous 13F +23,384 shares

    0.04% of the 13F portfolio, value $10,062,623.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 53,383 shares
    Change vs previous 13F +16,375 shares

    0.02% of the 13F portfolio, value $6,155,497.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 37,008 shares
    Change vs previous 13F +1,260 shares

    0.02% of the 13F portfolio, value $4,163,514.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 35,748 shares
    Change vs previous 13F -5,703 shares

    0.02% of the 13F portfolio, value $3,709,153.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 41,451 shares
    Change vs previous 13F +12,823 shares

    0.03% of the 13F portfolio, value $4,529,367.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 28,628 shares
    Change vs previous 13F +2,588 shares

    0.02% of the 13F portfolio, value $2,640,373.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 26,040 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,671,707.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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