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Disclosery

Northstar Advisory Group, LLC: AEP position timeline

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

Northstar Advisory Group, LLC held 3,405 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,405 shares
    Change vs previous 13F +107 shares

    0.14% of the 13F portfolio, value $465,838.

    13F-HR 0001951757-26-001005 filed by Northstar Advisory Group, 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 3,298 shares
    Change vs previous 13F +985 shares

    0.16% of the 13F portfolio, value $432,302.

    13F-HR 0001951757-26-000535 filed by Northstar Advisory Group, 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 2,313 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $266,712.

    13F-HR 0001951757-26-000149 filed by Northstar Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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