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Disclosery

PFG Investments, LLC: AEP position timeline

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

PFG Investments, LLC held 29,325 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,325 shares
    Change vs previous 13F -895 shares

    0.16% of the 13F portfolio, value $4,011,910.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 30,220 shares
    Change vs previous 13F +1,320 shares

    0.18% of the 13F portfolio, value $3,961,276.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 28,900 shares
    Change vs previous 13F +4,077 shares

    0.16% of the 13F portfolio, value $3,332,505.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 24,823 shares
    Change vs previous 13F +83 shares

    0.14% of the 13F portfolio, value $2,792,626.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 24,740 shares
    Change vs previous 13F +108 shares

    0.15% of the 13F portfolio, value $2,566,988.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 24,632 shares
    Change vs previous 13F -682 shares

    0.17% of the 13F portfolio, value $2,691,586.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 25,314 shares
    Change vs previous 13F -414 shares

    0.15% of the 13F portfolio, value $2,334,684.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 25,728 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,639,723.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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