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Prudent Man Advisors, LLC: AEP position timeline

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

Prudent Man Advisors, LLC held 5,843 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,843 shares
    Change vs previous 13F +606 shares

    0.18% of the 13F portfolio, value $799,381.

    13F-HR 0001817174-26-000003 filed by Prudent Man Advisors, 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 5,237 shares
    Change vs previous 13F +1,721 shares

    0.21% of the 13F portfolio, value $686,466.

    13F-HR 0001817174-26-000002 filed by Prudent Man Advisors, 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 3,516 shares
    Change vs previous 13F -79 shares

    0.15% of the 13F portfolio, value $405,430.

    13F-HR 0001817174-26-000001 filed by Prudent Man Advisors, 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 3,595 shares
    Change vs previous 13F -2,700 shares

    0.15% of the 13F portfolio, value $404,438.

    13F-HR 0001817174-25-000005 filed by Prudent Man Advisors, 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 6,295 shares
    Change vs previous 13F +2 shares

    0.21% of the 13F portfolio, value $653,169.

    13F-HR 0001817174-25-000003 filed by Prudent Man Advisors, 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 6,293 shares
    Change vs previous 13F +146 shares

    0.25% of the 13F portfolio, value $687,636.

    13F-HR 0001817174-25-000002 filed by Prudent Man Advisors, 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 6,147 shares
    Change vs previous 13F -820 shares

    0.21% of the 13F portfolio, value $566,938.

    13F-HR 0001817174-25-000001 filed by Prudent Man Advisors, 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 6,967 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $714,814.

    13F-HR 0001817174-24-000004 filed by Prudent Man Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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