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Premier Path Wealth Partners, LLC: AEP position timeline

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

Premier Path Wealth Partners, LLC held 9,195 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,195 shares
    Change vs previous 13F +63 shares

    0.14% of the 13F portfolio, value $1,257,930.

    13F-HR 0001999925-26-000003 filed by Premier Path Wealth Partners, 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 9,132 shares
    Change vs previous 13F +462 shares

    0.16% of the 13F portfolio, value $1,197,069.

    13F-HR 0001999925-26-000002 filed by Premier Path Wealth Partners, 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 8,670 shares
    Change vs previous 13F +22 shares

    0.13% of the 13F portfolio, value $999,738.

    13F-HR 0001999925-26-000001 filed by Premier Path Wealth Partners, 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 8,648 shares
    Change vs previous 13F +52 shares

    0.13% of the 13F portfolio, value $972,900.

    13F-HR 0001999925-25-000005 filed by Premier Path Wealth Partners, 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 8,596 shares
    Change vs previous 13F +1,365 shares

    0.12% of the 13F portfolio, value $891,921.

    13F-HR 0001956824-25-000008 filed by Premier Path Wealth Partners, 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 7,231 shares
    Change vs previous 13F +581 shares

    0.12% of the 13F portfolio, value $790,131.

    13F-HR 0001999925-25-000002 filed by Premier Path Wealth Partners, 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 6,650 shares
    Change vs previous 13F +602 shares

    0.09% of the 13F portfolio, value $613,330.

    13F-HR 0001999925-25-000001 filed by Premier Path Wealth Partners, 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 6,048 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $620,525.

    13F-HR 0001999925-24-000005 filed by Premier Path Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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