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Pathway Financial Advisers, LLC: AEP position timeline

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

Pathway Financial Advisers, LLC held 29,787 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,787 shares
    Change vs previous 13F +786 shares

    1.03% of the 13F portfolio, value $4,075,117.

    13F-HR 0002024152-26-000003 filed by Pathway Financial Advisers, 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 29,001 shares
    Change vs previous 13F +2,959 shares

    1.08% of the 13F portfolio, value $3,801,403.

    13F-HR 0002024152-26-000002 filed by Pathway Financial Advisers, 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 26,042 shares
    Change vs previous 13F +624 shares

    0.87% of the 13F portfolio, value $3,002,943.

    13F-HR 0002024152-26-000001 filed by Pathway Financial Advisers, 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 25,418 shares
    Change vs previous 13F +3,802 shares

    0.83% of the 13F portfolio, value $2,851,234.

    13F-HR 0002024152-25-000006 filed by Pathway Financial Advisers, 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 21,616 shares
    Change vs previous 13F +647 shares

    0.73% of the 13F portfolio, value $2,242,869.

    13F-HR 0002024152-25-000003 filed by Pathway Financial Advisers, 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 20,969 shares
    Change vs previous 13F +1,557 shares

    0.79% of the 13F portfolio, value $2,291,255.

    13F-HR 0002024152-25-000002 filed by Pathway Financial Advisers, 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 19,412 shares
    Change vs previous 13F +90 shares

    0.6% of the 13F portfolio, value $1,790,294.

    13F-HR 0002024152-25-000001 filed by Pathway Financial Advisers, 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/A 19,322 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,982,444.

    13F-HR/A 0002024152-24-000009 filed by Pathway Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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