OAKWOOD CAPITAL MANAGEMENT LLC/CA: AEP position timeline

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

OAKWOOD CAPITAL MANAGEMENT LLC/CA held 0 AEP shares at 2021-03-31 per its 13F-HR filed 2021-04-30.

the latest 13F is the newest step

period ended2021-03-31
13F 0 shares
Change vs previous 13F -59,508 shares
13F-HR 0001077148-21-000004 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
Filed 2021-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2020-12-31
13F 59,508 shares
Change vs previous 13F -1,485 shares
1.51% of the 13F portfolio, value $4,955,000.
13F-HR 0001077148-21-000002 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
Filed 2021-01-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-09-30
13F 60,993 shares
Change vs previous 13F +150 shares
1.84% of the 13F portfolio, value $4,985,000.
13F-HR 0001077148-20-000008 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
Filed 2020-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-06-30
13F 60,843 shares
Change vs previous 13F -125 shares
2.02% of the 13F portfolio, value $4,846,000.
13F-HR 0001077148-20-000006 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
Filed 2020-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-03-31
13F 60,968 shares
Change vs previous 13F +459 shares
2.58% of the 13F portfolio, value $4,876,000.
13F-HR 0001077148-20-000004 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
Filed 2020-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2019-12-31
13F 60,509 shares
Change vs previous 13F -2,301 shares
2.38% of the 13F portfolio, value $5,719,000.
13F-HR 0001077148-20-000002 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
Filed 2020-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2019-09-30
13F 62,810 shares
Change vs previous 13F not available
2.6% of the 13F portfolio, value $5,885,000.
13F-HR 0001077148-19-000008 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
Filed 2019-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC
Acceptance time not in the bulk data set (spec §4.2).