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Disclosery

Plan Group Financial, LLC: AEP position timeline

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

Plan Group Financial, LLC held 26,185 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,185 shares
    Change vs previous 13F +2,771 shares

    0.74% of the 13F portfolio, value $3,582,340.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 23,414 shares
    Change vs previous 13F +2,011 shares

    0.72% of the 13F portfolio, value $3,069,046.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 21,403 shares
    Change vs previous 13F +1,092 shares

    0.64% of the 13F portfolio, value $2,467,924.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 20,311 shares
    Change vs previous 13F +2,558 shares

    0.61% of the 13F portfolio, value $2,285,004.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, 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 17,753 shares
    Change vs previous 13F +2,061 shares

    0.61% of the 13F portfolio, value $1,842,034.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, 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 15,692 shares
    Change vs previous 13F +4,665 shares

    0.61% of the 13F portfolio, value $1,714,670.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, 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 11,027 shares
    Change vs previous 13F +1,265 shares

    0.54% of the 13F portfolio, value $1,017,010.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, 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 9,762 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,001,616.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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