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Disclosery

PDS Planning, Inc: AEP position timeline

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

PDS Planning, Inc held 8,431 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,431 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $1,153,445.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    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 8,428 shares
    Change vs previous 13F +316 shares

    0.07% of the 13F portfolio, value $1,104,742.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    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 8,112 shares
    Change vs previous 13F -123 shares

    0.06% of the 13F portfolio, value $935,395.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    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 8,235 shares
    Change vs previous 13F +18 shares

    0.06% of the 13F portfolio, value $926,438.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 8,217 shares
    Change vs previous 13F +219 shares

    0.06% of the 13F portfolio, value $852,596.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 7,998 shares
    Change vs previous 13F +281 shares

    0.07% of the 13F portfolio, value $873,941.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 7,717 shares
    Change vs previous 13F +8 shares

    0.06% of the 13F portfolio, value $711,739.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 7,709 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $790,943.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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