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Perigon Wealth Management, LLC: AEP position timeline

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

Perigon Wealth Management, LLC held 23,590 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 23,590 shares
    Change vs previous 13F +1,407 shares

    0.05% of the 13F portfolio, value $3,227,402.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, 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 22,183 shares
    Change vs previous 13F +155 shares

    0.05% of the 13F portfolio, value $2,907,788.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, 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 22,028 shares
    Change vs previous 13F +910 shares

    0.05% of the 13F portfolio, value $2,540,074.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, 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 21,118 shares
    Change vs previous 13F +7,527 shares

    0.05% of the 13F portfolio, value $2,375,790.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, 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 13,591 shares
    Change vs previous 13F +260 shares

    0.03% of the 13F portfolio, value $1,410,203.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, 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 13,331 shares
    Change vs previous 13F +90 shares

    0.04% of the 13F portfolio, value $1,456,695.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, 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 13,241 shares
    Change vs previous 13F +138 shares

    0.03% of the 13F portfolio, value $1,282,010.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, 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 13,103 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,344,423.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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