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Disclosery

Principle Wealth Partners LLC: AEP position timeline

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

Principle Wealth Partners LLC held 33,014 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 33,014 shares
    Change vs previous 13F -240 shares

    0.22% of the 13F portfolio, value $4,516,645.

    13F-HR 0001951757-26-001184 filed by Principle 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 33,254 shares
    Change vs previous 13F +30 shares

    0.25% of the 13F portfolio, value $4,358,934.

    13F-HR 0001951757-26-000791 filed by Principle 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 33,224 shares
    Change vs previous 13F -50 shares

    0.22% of the 13F portfolio, value $3,831,059.

    13F-HR 0001951757-26-000397 filed by Principle 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 33,274 shares
    Change vs previous 13F -570 shares

    0.22% of the 13F portfolio, value $3,743,325.

    13F-HR 0001951757-25-001250 filed by Principle 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 33,844 shares
    Change vs previous 13F -1,411 shares

    0.22% of the 13F portfolio, value $3,511,653.

    13F-HR 0001951757-25-001006 filed by Principle 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 35,255 shares
    Change vs previous 13F +335 shares

    0.28% of the 13F portfolio, value $3,852,314.

    13F-HR 0001951757-25-000521 filed by Principle 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 34,920 shares
    Change vs previous 13F +3,865 shares

    0.23% of the 13F portfolio, value $3,220,672.

    13F-HR 0001951757-25-000146 filed by Principle 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 31,055 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,186,243.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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