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Disclosery

Oxbow Advisors, LLC: AEP position timeline

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

Oxbow Advisors, LLC held 33,676 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,676 shares
    Change vs previous 13F -19 shares

    0.37% of the 13F portfolio, value $4,607,224.

    13F-HR 0002085853-26-000957 filed by Oxbow 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 33,695 shares
    Change vs previous 13F +300 shares

    0.38% of the 13F portfolio, value $4,416,732.

    13F-HR 0002085853-26-000513 filed by Oxbow 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 33,395 shares
    Change vs previous 13F -48 shares

    0.34% of the 13F portfolio, value $3,850,727.

    13F-HR 0002085853-26-000196 filed by Oxbow 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 33,443 shares
    Change vs previous 13F +327 shares

    0.35% of the 13F portfolio, value $3,762,378.

    13F-HR 0002085853-25-000209 filed by Oxbow 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 33,116 shares
    Change vs previous 13F +1,149 shares

    0.38% of the 13F portfolio, value $3,436,102.

    13F-HR 0001667731-25-000996 filed by Oxbow 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 31,967 shares
    Change vs previous 13F +1,345 shares

    0.37% of the 13F portfolio, value $3,493,070.

    13F-HR 0001667731-25-000569 filed by Oxbow 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 30,622 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,824,267.

    13F-HR 0001667731-25-000200 filed by Oxbow Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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